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
2976
$1.92K ﹤0.01%
+50
2977
$1.91K ﹤0.01%
46
2978
$1.88K ﹤0.01%
+77
2979
$1.87K ﹤0.01%
27
+25
2980
$1.85K ﹤0.01%
167
-662
2981
$1.85K ﹤0.01%
+275
2982
$1.85K ﹤0.01%
33
-36
2983
$1.84K ﹤0.01%
100
2984
$1.83K ﹤0.01%
+19
2985
$1.83K ﹤0.01%
+116
2986
$1.83K ﹤0.01%
+226
2987
$1.82K ﹤0.01%
+60
2988
$1.82K ﹤0.01%
+300
2989
$1.82K ﹤0.01%
66
+56
2990
$1.8K ﹤0.01%
46
-114
2991
$1.76K ﹤0.01%
35
-87
2992
$1.76K ﹤0.01%
11
+1
2993
$1.75K ﹤0.01%
+88
2994
$1.74K ﹤0.01%
208
2995
$1.73K ﹤0.01%
34
+4
2996
$1.72K ﹤0.01%
100
2997
$1.72K ﹤0.01%
+51
2998
$1.71K ﹤0.01%
140
2999
$1.7K ﹤0.01%
84
3000
$1.69K ﹤0.01%
90
+73
118 119
120
121 122