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
3026
$1.48K ﹤0.01%
+53
3027
$1.48K ﹤0.01%
45
-9
3028
$1.47K ﹤0.01%
16
+6
3029
$1.46K ﹤0.01%
+200
3030
$1.45K ﹤0.01%
+87
3031
$1.42K ﹤0.01%
70
-145
3032
$1.42K ﹤0.01%
15
3033
$1.41K ﹤0.01%
+22
3034
$1.41K ﹤0.01%
+31
3035
$1.41K ﹤0.01%
219
-2,762
3036
$1.4K ﹤0.01%
89
+27
3037
$1.4K ﹤0.01%
+30
3038
$1.39K ﹤0.01%
+43
3039
$1.38K ﹤0.01%
70
-600
3040
$1.38K ﹤0.01%
+34
3041
$1.35K ﹤0.01%
50
3042
$1.34K ﹤0.01%
40
3043
$1.33K ﹤0.01%
+500
3044
$1.33K ﹤0.01%
+116
3045
$1.32K ﹤0.01%
+48
3046
$1.29K ﹤0.01%
55
3047
$1.29K ﹤0.01%
22
+1
3048
$1.27K ﹤0.01%
+49
3049
$1.27K ﹤0.01%
59
+23
3050
$1.26K ﹤0.01%
57
-78
120 121
122
123 124