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
3176
$600 ﹤0.01%
+1,252
3177
$590 ﹤0.01%
+500
3178
$589 ﹤0.01%
+40
3179
$588 ﹤0.01%
5
3180
$586 ﹤0.01%
25
3181
$573 ﹤0.01%
+142
3182
$571 ﹤0.01%
+34
3183
$566 ﹤0.01%
9
-856
3184
$562 ﹤0.01%
5
3185
$561 ﹤0.01%
+50
3186
$554 ﹤0.01%
8
-7
3187
$552 ﹤0.01%
+6
3188
$552 ﹤0.01%
300
3189
$551 ﹤0.01%
+99
3190
$550 ﹤0.01%
+12
3191
$547 ﹤0.01%
+17
3192
$545 ﹤0.01%
13
-10
3193
$544 ﹤0.01%
31
+1
3194
$543 ﹤0.01%
42
3195
$539 ﹤0.01%
18
3196
$539 ﹤0.01%
5
-5
3197
$538 ﹤0.01%
+36
3198
$535 ﹤0.01%
5
-97
3199
$526 ﹤0.01%
+63
3200
$526 ﹤0.01%
+10
126 127
128
129 130