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
3301
$224 ﹤0.01%
9
3302
$221 ﹤0.01%
10
3303
$221 ﹤0.01%
4
-7
3304
$213 ﹤0.01%
+7
3305
$213 ﹤0.01%
+4
3306
$211 ﹤0.01%
43
+33
3307
$208 ﹤0.01%
+4
3308
$207 ﹤0.01%
+3
3309
$206 ﹤0.01%
8
-1,043
3310
$206 ﹤0.01%
+150
3311
$204 ﹤0.01%
129
3312
$203 ﹤0.01%
60
3313
$200 ﹤0.01%
8
3314
$199 ﹤0.01%
6
3315
– –
0
3316
$182 ﹤0.01%
9
3317
$168 ﹤0.01%
+2
3318
$168 ﹤0.01%
19
3319
$168 ﹤0.01%
+25
3320
$167 ﹤0.01%
1
-2
3321
$167 ﹤0.01%
1
-4
3322
$165 ﹤0.01%
53
+50
3323
$160 ﹤0.01%
12
-364
3324
$158 ﹤0.01%
+7
3325
$151 ﹤0.01%
+34
131 132
133
134 135