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
2951
$2.13K ﹤0.01%
+134
2952
$2.13K ﹤0.01%
+58
2953
$2.12K ﹤0.01%
605
-64
2954
$2.12K ﹤0.01%
300
2955
$2.1K ﹤0.01%
34
-20
2956
$2.06K ﹤0.01%
100
2957
$2.06K ﹤0.01%
+88
2958
$2.05K ﹤0.01%
43
2959
$2.04K ﹤0.01%
145
2960
$2.02K ﹤0.01%
+43
2961
$2.02K ﹤0.01%
+124
2962
$2.01K ﹤0.01%
249
-634
2963
$2K ﹤0.01%
419
2964
$2K ﹤0.01%
110
+100
2965
$2K ﹤0.01%
+128
2966
$2K ﹤0.01%
199
2967
$2K ﹤0.01%
5
2968
$1.99K ﹤0.01%
+56
2969
$1.99K ﹤0.01%
791
-48
2970
$1.98K ﹤0.01%
+1,500
2971
$1.97K ﹤0.01%
+67
2972
$1.97K ﹤0.01%
+105
2973
$1.97K ﹤0.01%
85
2974
$1.96K ﹤0.01%
502
+8
2975
$1.94K ﹤0.01%
+360
117 118
119
120 121