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
3251
$347 ﹤0.01%
25
3252
$342 ﹤0.01%
+35
3253
$342 ﹤0.01%
100
3254
$340 ﹤0.01%
500
3255
$338 ﹤0.01%
56
3256
$337 ﹤0.01%
26
-297
3257
$335 ﹤0.01%
+70
3258
$334 ﹤0.01%
+30
3259
$334 ﹤0.01%
120
3260
$333 ﹤0.01%
68
3261
$331 ﹤0.01%
45
3262
$329 ﹤0.01%
40
3263
$322 ﹤0.01%
10
3264
$320 ﹤0.01%
+41
3265
$318 ﹤0.01%
8
-1
3266
$317 ﹤0.01%
60
3267
$310 ﹤0.01%
5
3268
$310 ﹤0.01%
58
3269
$308 ﹤0.01%
44
-358
3270
$303 ﹤0.01%
+75
3271
$301 ﹤0.01%
+39
3272
$294 ﹤0.01%
20
3273
$291 ﹤0.01%
61
3274
$286 ﹤0.01%
+8
3275
$285 ﹤0.01%
1,241
+1,000
129 130
131
132 133