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
2876
$3.44K ﹤0.01%
78
+38
2877
$3.44K ﹤0.01%
245
+20
2878
$3.38K ﹤0.01%
+8
2879
$3.35K ﹤0.01%
100
2880
$3.35K ﹤0.01%
436
+36
2881
$3.34K ﹤0.01%
56
+25
2882
$3.33K ﹤0.01%
219
2883
$3.32K ﹤0.01%
500
-8,674
2884
$3.26K ﹤0.01%
+77
2885
$3.23K ﹤0.01%
+38
2886
$3.23K ﹤0.01%
459
2887
$3.21K ﹤0.01%
105
+65
2888
$3.2K ﹤0.01%
36
+29
2889
$3.18K ﹤0.01%
290
+5
2890
$3.17K ﹤0.01%
+51
2891
$3.16K ﹤0.01%
131
+1
2892
$3.14K ﹤0.01%
315
-10
2893
$3.1K ﹤0.01%
+12
2894
$3.05K ﹤0.01%
50
2895
$2.99K ﹤0.01%
52
+37
2896
$2.99K ﹤0.01%
50
2897
$2.96K ﹤0.01%
+15
2898
$2.95K ﹤0.01%
34
-26
2899
$2.9K ﹤0.01%
600
-35
2900
$2.9K ﹤0.01%
16
114 115
116
117 118