Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.3B
AUM Growth
+$8.62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,908
New
Increased
Reduced
Closed

Top Buys

1
+$520M
2
+$259M
3
+$230M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$221M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$216M

Top Sells

1
+$108M
2
+$69.1M
3
+$54.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$42M
5
IBHD
iShares iBonds 2024 Term High Yield and Income ETF
IBHD
+$34.2M

Sector Composition

1 Technology 3.05%
2 Financials 1.3%
3 Healthcare 1.15%
4 Consumer Discretionary 1.13%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$8.02K ﹤0.01%
+108
2652
$7.99K ﹤0.01%
231
+3
2653
$7.94K ﹤0.01%
36
2654
$7.92K ﹤0.01%
217
+17
2655
$7.87K ﹤0.01%
1,093
+25
2656
$7.86K ﹤0.01%
+200
2657
$7.78K ﹤0.01%
1,749
2658
$7.71K ﹤0.01%
500
2659
$7.71K ﹤0.01%
110
+100
2660
$7.7K ﹤0.01%
1,000
2661
$7.63K ﹤0.01%
524
+353
2662
$7.63K ﹤0.01%
225
2663
$7.61K ﹤0.01%
503
2664
$7.57K ﹤0.01%
+165
2665
$7.56K ﹤0.01%
550
2666
$7.52K ﹤0.01%
122
-51
2667
$7.51K ﹤0.01%
480
2668
$7.51K ﹤0.01%
229
2669
$7.51K ﹤0.01%
+151
2670
$7.49K ﹤0.01%
171
-399
2671
$7.44K ﹤0.01%
183
+18
2672
$7.43K ﹤0.01%
+550
2673
$7.39K ﹤0.01%
36
-20
2674
$7.37K ﹤0.01%
+792
2675
$7.35K ﹤0.01%
634
105 106
107
108 109