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
3276
$284 ﹤0.01%
16
-59
3277
$284 ﹤0.01%
18
+14
3278
$283 ﹤0.01%
+116
3279
$279 ﹤0.01%
+20
3280
$274 ﹤0.01%
229
-172
3281
$273 ﹤0.01%
+22
3282
$273 ﹤0.01%
+143
3283
$270 ﹤0.01%
15
-60
3284
$263 ﹤0.01%
+56
3285
$261 ﹤0.01%
+28
3286
$261 ﹤0.01%
11
-35
3287
$258 ﹤0.01%
100
3288
$256 ﹤0.01%
48
3289
$255 ﹤0.01%
+5
3290
$253 ﹤0.01%
+19
3291
$247 ﹤0.01%
141
-1
3292
$241 ﹤0.01%
45
3293
$240 ﹤0.01%
7
3294
$236 ﹤0.01%
90
-200
3295
$236 ﹤0.01%
43
-3,048
3296
$233 ﹤0.01%
+18
3297
$231 ﹤0.01%
+14
3298
$230 ﹤0.01%
33
+16
3299
$227 ﹤0.01%
287
+187
3300
$226 ﹤0.01%
15
-1,985
130 131
132
133 134