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
3151
$701 ﹤0.01%
+15
3152
$695 ﹤0.01%
+91
3153
$692 ﹤0.01%
18
-318
3154
$691 ﹤0.01%
10
3155
$691 ﹤0.01%
8
+4
3156
$686 ﹤0.01%
+12
3157
$681 ﹤0.01%
+88
3158
$680 ﹤0.01%
29
3159
$675 ﹤0.01%
10
3160
$664 ﹤0.01%
119
+4
3161
$654 ﹤0.01%
20
3162
$654 ﹤0.01%
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3163
$654 ﹤0.01%
+126
3164
$640 ﹤0.01%
+7
3165
$626 ﹤0.01%
+11
3166
$622 ﹤0.01%
202
3167
$622 ﹤0.01%
+2
3168
$620 ﹤0.01%
500
3169
$617 ﹤0.01%
+4
3170
$617 ﹤0.01%
5
3171
$614 ﹤0.01%
+64
3172
$611 ﹤0.01%
+32
3173
$606 ﹤0.01%
40
3174
$604 ﹤0.01%
21
-123
3175
$601 ﹤0.01%
+10
125 126
127
128 129