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
2801
$4.51K ﹤0.01%
85
2802
$4.49K ﹤0.01%
+140
2803
$4.48K ﹤0.01%
405
2804
$4.48K ﹤0.01%
48
-29
2805
$4.47K ﹤0.01%
1,000
2806
$4.46K ﹤0.01%
55
-79
2807
$4.46K ﹤0.01%
20
+10
2808
$4.46K ﹤0.01%
192
-2,000
2809
$4.46K ﹤0.01%
176
2810
$4.44K ﹤0.01%
79
2811
$4.43K ﹤0.01%
+77
2812
$4.41K ﹤0.01%
80
2813
$4.38K ﹤0.01%
825
2814
$4.35K ﹤0.01%
1,016
-80
2815
$4.35K ﹤0.01%
582
2816
$4.34K ﹤0.01%
2,000
2817
$4.33K ﹤0.01%
+167
2818
$4.33K ﹤0.01%
226
-1,026
2819
$4.32K ﹤0.01%
88
2820
$4.29K ﹤0.01%
312
-591
2821
$4.25K ﹤0.01%
+670
2822
$4.24K ﹤0.01%
+113
2823
$4.23K ﹤0.01%
+50
2824
$4.23K ﹤0.01%
+48
2825
$4.16K ﹤0.01%
67
111 112
113
114 115