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
2726
$6.12K ﹤0.01%
9,259
-18,321
2727
$6.12K ﹤0.01%
+1,624
2728
$6.12K ﹤0.01%
35
-3
2729
$6.11K ﹤0.01%
121
-201
2730
$6.11K ﹤0.01%
1,425
-9
2731
$6.09K ﹤0.01%
126
+1
2732
$6.09K ﹤0.01%
380
+155
2733
$6.08K ﹤0.01%
273
+25
2734
$6.04K ﹤0.01%
90
+20
2735
$6.03K ﹤0.01%
100
-227
2736
$6.02K ﹤0.01%
300
-3,181
2737
$6.02K ﹤0.01%
509
+2
2738
$6.02K ﹤0.01%
+117
2739
$5.99K ﹤0.01%
+191
2740
$5.8K ﹤0.01%
+2,000
2741
$5.75K ﹤0.01%
1,286
-4,000
2742
$5.71K ﹤0.01%
143
-216
2743
$5.71K ﹤0.01%
+205
2744
$5.7K ﹤0.01%
93
+83
2745
$5.7K ﹤0.01%
232
2746
$5.7K ﹤0.01%
155
+51
2747
$5.68K ﹤0.01%
75
2748
$5.67K ﹤0.01%
149
-16,562
2749
$5.66K ﹤0.01%
487
+177
2750
$5.65K ﹤0.01%
44
-320
108 109
110
111 112