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
2776
$4.99K ﹤0.01%
920
2777
$4.96K ﹤0.01%
83
2778
$4.96K ﹤0.01%
81
+61
2779
$4.94K ﹤0.01%
+176
2780
$4.92K ﹤0.01%
+35
2781
$4.91K ﹤0.01%
540
2782
$4.84K ﹤0.01%
280
-648
2783
$4.83K ﹤0.01%
364
+2
2784
$4.82K ﹤0.01%
79
-28
2785
$4.81K ﹤0.01%
+252
2786
$4.75K ﹤0.01%
304
-300
2787
$4.74K ﹤0.01%
1,248
2788
$4.72K ﹤0.01%
143
+2
2789
$4.71K ﹤0.01%
265
+15
2790
$4.71K ﹤0.01%
111
+34
2791
$4.68K ﹤0.01%
93
2792
$4.67K ﹤0.01%
+1,931
2793
$4.66K ﹤0.01%
+50
2794
$4.65K ﹤0.01%
125
2795
$4.65K ﹤0.01%
85
+66
2796
$4.65K ﹤0.01%
859
-1,687
2797
$4.62K ﹤0.01%
+434
2798
$4.6K ﹤0.01%
1,575
2799
$4.54K ﹤0.01%
500
2800
$4.54K ﹤0.01%
214
-608
110 111
112
113 114