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
3201
$524 ﹤0.01%
400
3202
$522 ﹤0.01%
+149
3203
$507 ﹤0.01%
+34
3204
$500 ﹤0.01%
+20
3205
$490 ﹤0.01%
20
3206
$490 ﹤0.01%
+69
3207
$485 ﹤0.01%
25
3208
$484 ﹤0.01%
35
-34
3209
$484 ﹤0.01%
+17
3210
$482 ﹤0.01%
5
-103
3211
$482 ﹤0.01%
+3
3212
$481 ﹤0.01%
15
3213
$478 ﹤0.01%
+7
3214
$475 ﹤0.01%
+25
3215
$474 ﹤0.01%
+77
3216
$473 ﹤0.01%
+36
3217
$471 ﹤0.01%
5
-62
3218
$466 ﹤0.01%
68
3219
$465 ﹤0.01%
+36
3220
$464 ﹤0.01%
51
+50
3221
$457 ﹤0.01%
8
-73
3222
$454 ﹤0.01%
10
3223
$454 ﹤0.01%
1,000
3224
$451 ﹤0.01%
+110
3225
$450 ﹤0.01%
168
+163
127 128
129
130 131