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
2751
$5.63K ﹤0.01%
+192
2752
$5.6K ﹤0.01%
255
2753
$5.59K ﹤0.01%
258
-100
2754
$5.59K ﹤0.01%
77
+67
2755
$5.54K ﹤0.01%
80
2756
$5.5K ﹤0.01%
500
2757
$5.45K ﹤0.01%
+532
2758
$5.45K ﹤0.01%
40
2759
$5.42K ﹤0.01%
333
-295
2760
$5.42K ﹤0.01%
114
-205
2761
$5.39K ﹤0.01%
651
-4,000
2762
$5.36K ﹤0.01%
700
2763
$5.32K ﹤0.01%
34
+29
2764
$5.29K ﹤0.01%
+402
2765
$5.28K ﹤0.01%
+48
2766
$5.25K ﹤0.01%
67
+54
2767
$5.24K ﹤0.01%
749
-2,251
2768
$5.23K ﹤0.01%
149
-1
2769
$5.16K ﹤0.01%
40
+20
2770
$5.12K ﹤0.01%
149
+1
2771
$5.09K ﹤0.01%
198
+98
2772
$5.07K ﹤0.01%
+943
2773
$5.04K ﹤0.01%
98
-8,980
2774
$5.02K ﹤0.01%
22
+17
2775
$5.02K ﹤0.01%
169
+91
109 110
111
112 113