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
3101
$958 ﹤0.01%
+25
3102
$953 ﹤0.01%
+75
3103
$951 ﹤0.01%
85
+81
3104
$950 ﹤0.01%
12
+2
3105
$948 ﹤0.01%
+30
3106
$945 ﹤0.01%
500
-362
3107
$927 ﹤0.01%
+25
3108
$920 ﹤0.01%
+79
3109
$915 ﹤0.01%
+29
3110
$912 ﹤0.01%
19
-14
3111
$911 ﹤0.01%
7
-20
3112
$910 ﹤0.01%
30
-24
3113
$910 ﹤0.01%
+22
3114
$909 ﹤0.01%
+21
3115
$895 ﹤0.01%
42
3116
$893 ﹤0.01%
57
3117
$892 ﹤0.01%
140
-3,200
3118
$890 ﹤0.01%
+31
3119
$885 ﹤0.01%
40
3120
$877 ﹤0.01%
7
-141
3121
$866 ﹤0.01%
+17
3122
$861 ﹤0.01%
+6
3123
$857 ﹤0.01%
+35
3124
$857 ﹤0.01%
15
3125
$850 ﹤0.01%
+21
123 124
125
126 127