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
3051
$1.24K ﹤0.01%
59
-286
3052
$1.24K ﹤0.01%
+83
3053
$1.24K ﹤0.01%
105
3054
$1.24K ﹤0.01%
44
3055
$1.23K ﹤0.01%
38
3056
$1.23K ﹤0.01%
45
3057
$1.22K ﹤0.01%
54
+2
3058
$1.21K ﹤0.01%
39
+2
3059
$1.2K ﹤0.01%
+283
3060
$1.2K ﹤0.01%
500
3061
$1.19K ﹤0.01%
+74
3062
$1.19K ﹤0.01%
+7
3063
$1.19K ﹤0.01%
28
-18
3064
$1.17K ﹤0.01%
+30
3065
$1.15K ﹤0.01%
+15
3066
$1.14K ﹤0.01%
72
3067
$1.13K ﹤0.01%
21
+1
3068
$1.13K ﹤0.01%
60
3069
$1.13K ﹤0.01%
+500
3070
$1.12K ﹤0.01%
23
-834
3071
$1.11K ﹤0.01%
+88
3072
$1.11K ﹤0.01%
70
3073
$1.11K ﹤0.01%
72
3074
$1.09K ﹤0.01%
+51
3075
$1.09K ﹤0.01%
4
-10
121 122
123
124 125