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
2676
$7.35K ﹤0.01%
1,000
2677
$7.32K ﹤0.01%
197
-33
2678
$7.31K ﹤0.01%
130
-6,128
2679
$7.3K ﹤0.01%
167
2680
$7.28K ﹤0.01%
687
2681
$7.24K ﹤0.01%
200
2682
$7.23K ﹤0.01%
1,110
2683
$7.22K ﹤0.01%
517
-183
2684
$7.17K ﹤0.01%
1,013
2685
$7.15K ﹤0.01%
52
-25
2686
$7.11K ﹤0.01%
+205
2687
$7.1K ﹤0.01%
212
+134
2688
$7K ﹤0.01%
+169
2689
$6.99K ﹤0.01%
824
+114
2690
$6.96K ﹤0.01%
140
+15
2691
$6.9K ﹤0.01%
255
-14,270
2692
$6.88K ﹤0.01%
+214
2693
$6.88K ﹤0.01%
108
2694
$6.87K ﹤0.01%
+263
2695
$6.86K ﹤0.01%
43
+33
2696
$6.8K ﹤0.01%
60
-20
2697
$6.77K ﹤0.01%
860
2698
$6.75K ﹤0.01%
42
2699
$6.69K ﹤0.01%
234
2700
$6.68K ﹤0.01%
271
+236
106 107
108
109 110