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
2701
$6.66K ﹤0.01%
+27
2702
$6.63K ﹤0.01%
382
+142
2703
$6.62K ﹤0.01%
220
2704
$6.6K ﹤0.01%
2,000
-265
2705
$6.59K ﹤0.01%
117
2706
$6.58K ﹤0.01%
2,521
+1,200
2707
$6.56K ﹤0.01%
272
2708
$6.54K ﹤0.01%
+500
2709
$6.49K ﹤0.01%
+298
2710
$6.49K ﹤0.01%
241
2711
$6.49K ﹤0.01%
417
+81
2712
$6.47K ﹤0.01%
+50
2713
$6.42K ﹤0.01%
+128
2714
$6.41K ﹤0.01%
2,872
-567
2715
$6.35K ﹤0.01%
+314
2716
$6.31K ﹤0.01%
574
+193
2717
$6.3K ﹤0.01%
209
-74
2718
$6.3K ﹤0.01%
+198
2719
$6.28K ﹤0.01%
+855
2720
$6.26K ﹤0.01%
125
2721
$6.26K ﹤0.01%
672
+22
2722
$6.23K ﹤0.01%
222
-4,012
2723
$6.22K ﹤0.01%
208
-18
2724
$6.21K ﹤0.01%
365
2725
$6.2K ﹤0.01%
1,009
107 108
109
110 111