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
2901
$2.87K ﹤0.01%
292
2902
$2.86K ﹤0.01%
+718
2903
$2.85K ﹤0.01%
+22
2904
$2.85K ﹤0.01%
34
-196
2905
$2.81K ﹤0.01%
+23
2906
$2.79K ﹤0.01%
379
+124
2907
$2.79K ﹤0.01%
1,002
+959
2908
$2.77K ﹤0.01%
30
+18
2909
$2.74K ﹤0.01%
200
2910
$2.73K ﹤0.01%
+139
2911
$2.65K ﹤0.01%
212
+24
2912
$2.64K ﹤0.01%
400
2913
$2.64K ﹤0.01%
101
-3
2914
$2.64K ﹤0.01%
+205
2915
$2.63K ﹤0.01%
121
2916
$2.62K ﹤0.01%
262
-1,938
2917
$2.6K ﹤0.01%
340
2918
$2.6K ﹤0.01%
174
-270
2919
$2.58K ﹤0.01%
+23
2920
$2.58K ﹤0.01%
28
2921
$2.58K ﹤0.01%
+63
2922
$2.58K ﹤0.01%
125
2923
$2.54K ﹤0.01%
102
-41
2924
$2.53K ﹤0.01%
290
2925
$2.52K ﹤0.01%
32
-3
115 116
117
118 119