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
2826
$4.15K ﹤0.01%
300
-500
2827
$4.12K ﹤0.01%
350
2828
$4.09K ﹤0.01%
66
+5
2829
$3.99K ﹤0.01%
23
+18
2830
$3.99K ﹤0.01%
634
-65
2831
$3.98K ﹤0.01%
+52
2832
$3.97K ﹤0.01%
21
+1
2833
$3.94K ﹤0.01%
102
+97
2834
$3.9K ﹤0.01%
90
2835
$3.89K ﹤0.01%
131
-56
2836
$3.88K ﹤0.01%
50
+23
2837
$3.85K ﹤0.01%
+58
2838
$3.84K ﹤0.01%
+35
2839
$3.84K ﹤0.01%
352
-2,781
2840
$3.83K ﹤0.01%
130
+89
2841
$3.82K ﹤0.01%
+35
2842
$3.81K ﹤0.01%
204
-129
2843
$3.8K ﹤0.01%
275
+220
2844
$3.79K ﹤0.01%
+482
2845
$3.77K ﹤0.01%
255
2846
$3.75K ﹤0.01%
132
+117
2847
$3.74K ﹤0.01%
175
2848
$3.72K ﹤0.01%
340
2849
$3.68K ﹤0.01%
+83
2850
$3.66K ﹤0.01%
55
-834
112 113
114
115 116