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
2851
$3.66K ﹤0.01%
+504
2852
$3.66K ﹤0.01%
136
-105
2853
$3.65K ﹤0.01%
58
2854
$3.65K ﹤0.01%
+202
2855
$3.63K ﹤0.01%
135
-818
2856
$3.62K ﹤0.01%
263
2857
$3.61K ﹤0.01%
126
+56
2858
$3.58K ﹤0.01%
227
2859
$3.58K ﹤0.01%
288
2860
$3.58K ﹤0.01%
129
+29
2861
$3.55K ﹤0.01%
74
+5
2862
$3.54K ﹤0.01%
200
-28
2863
$3.53K ﹤0.01%
70
2864
$3.52K ﹤0.01%
50
2865
$3.52K ﹤0.01%
60
-50
2866
$3.51K ﹤0.01%
+53
2867
$3.5K ﹤0.01%
176
2868
$3.49K ﹤0.01%
56
-642
2869
$3.48K ﹤0.01%
100
2870
$3.48K ﹤0.01%
21
-14
2871
$3.48K ﹤0.01%
+144
2872
$3.46K ﹤0.01%
361
-4,709
2873
$3.46K ﹤0.01%
368
+352
2874
$3.46K ﹤0.01%
116
-33
2875
$3.45K ﹤0.01%
450
113 114
115
116 117