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
3076
$1.09K ﹤0.01%
375
3077
$1.08K ﹤0.01%
+21
3078
$1.08K ﹤0.01%
411
-86
3079
$1.08K ﹤0.01%
40
+10
3080
$1.07K ﹤0.01%
70
3081
$1.07K ﹤0.01%
65
+17
3082
$1.05K ﹤0.01%
+41
3083
$1.05K ﹤0.01%
+23
3084
$1.05K ﹤0.01%
+25
3085
$1.05K ﹤0.01%
5
+2
3086
$1.05K ﹤0.01%
20
3087
$1.04K ﹤0.01%
5
3088
$1.04K ﹤0.01%
400
3089
$1.03K ﹤0.01%
57
-145
3090
$1.03K ﹤0.01%
+18
3091
$1.03K ﹤0.01%
+15
3092
$1.03K ﹤0.01%
43
3093
$1.03K ﹤0.01%
62
-603
3094
$1.02K ﹤0.01%
100
3095
$1.01K ﹤0.01%
+20
3096
$1K ﹤0.01%
+23
3097
$999 ﹤0.01%
+102
3098
$963 ﹤0.01%
+28
3099
$960 ﹤0.01%
87
3100
$959 ﹤0.01%
21
122 123
124
125 126