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
3126
$839 ﹤0.01%
32
3127
$838 ﹤0.01%
107
3128
$838 ﹤0.01%
+34
3129
$832 ﹤0.01%
+50
3130
$810 ﹤0.01%
+150
3131
$810 ﹤0.01%
+21
3132
$808 ﹤0.01%
+16
3133
$799 ﹤0.01%
79
+54
3134
$788 ﹤0.01%
11
+1
3135
$784 ﹤0.01%
268
+159
3136
$780 ﹤0.01%
15
3137
$766 ﹤0.01%
5
-94
3138
$763 ﹤0.01%
+116
3139
$757 ﹤0.01%
86
+30
3140
$755 ﹤0.01%
100
3141
$754 ﹤0.01%
23
-6
3142
$749 ﹤0.01%
+66
3143
$740 ﹤0.01%
20
3144
$733 ﹤0.01%
+21
3145
$727 ﹤0.01%
80
-920
3146
$720 ﹤0.01%
15
3147
$720 ﹤0.01%
30
3148
$716 ﹤0.01%
3
3149
$705 ﹤0.01%
8
3150
$705 ﹤0.01%
+131
124 125
126
127 128