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
3226
$442 ﹤0.01%
305
3227
$441 ﹤0.01%
+60
3228
$438 ﹤0.01%
+25
3229
$436 ﹤0.01%
31
+6
3230
$434 ﹤0.01%
+21
3231
$432 ﹤0.01%
67
+52
3232
$431 ﹤0.01%
176
3233
$431 ﹤0.01%
19
+4
3234
$430 ﹤0.01%
15
-280
3235
$420 ﹤0.01%
13
3236
$417 ﹤0.01%
4
3237
$416 ﹤0.01%
30
+24
3238
$411 ﹤0.01%
+14
3239
$404 ﹤0.01%
+127
3240
$403 ﹤0.01%
14
-91
3241
$400 ﹤0.01%
186
+86
3242
$398 ﹤0.01%
20
3243
$391 ﹤0.01%
130
+15
3244
$390 ﹤0.01%
+20
3245
$384 ﹤0.01%
+28
3246
$384 ﹤0.01%
10
3247
$381 ﹤0.01%
103
-2
3248
$381 ﹤0.01%
5
3249
$373 ﹤0.01%
43
-7
3250
$348 ﹤0.01%
+20
128 129
130
131 132