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
3001
$1.69K ﹤0.01%
+20
3002
$1.68K ﹤0.01%
+1,000
3003
$1.66K ﹤0.01%
600
3004
$1.66K ﹤0.01%
24
-311
3005
$1.66K ﹤0.01%
125
3006
$1.65K ﹤0.01%
315
3007
$1.65K ﹤0.01%
+21
3008
$1.64K ﹤0.01%
75
3009
$1.64K ﹤0.01%
+40
3010
$1.62K ﹤0.01%
+141
3011
$1.62K ﹤0.01%
252
+4
3012
$1.62K ﹤0.01%
+200
3013
$1.62K ﹤0.01%
100
-496
3014
$1.61K ﹤0.01%
51
3015
$1.6K ﹤0.01%
+100
3016
$1.6K ﹤0.01%
+185
3017
$1.59K ﹤0.01%
12
3018
$1.59K ﹤0.01%
90
-210
3019
$1.57K ﹤0.01%
+50
3020
$1.57K ﹤0.01%
+18
3021
$1.54K ﹤0.01%
35
+34
3022
$1.53K ﹤0.01%
76
3023
$1.51K ﹤0.01%
64
+14
3024
$1.49K ﹤0.01%
+39
3025
$1.49K ﹤0.01%
140
+60
119 120
121
122 123