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
3326
$150 ﹤0.01%
6
-22
3327
$145 ﹤0.01%
+2
3328
$142 ﹤0.01%
+3
3329
$141 ﹤0.01%
132
-168
3330
$140 ﹤0.01%
+16
3331
$138 ﹤0.01%
+55
3332
$134 ﹤0.01%
+76
3333
$133 ﹤0.01%
4
3334
$132 ﹤0.01%
+2
3335
$130 ﹤0.01%
3
3336
$129 ﹤0.01%
+2
3337
$128 ﹤0.01%
+1
3338
$128 ﹤0.01%
87
3339
$125 ﹤0.01%
5
3340
$122 ﹤0.01%
+9
3341
$114 ﹤0.01%
10
+7
3342
$113 ﹤0.01%
5
-40
3343
$112 ﹤0.01%
3
-3,029
3344
$112 ﹤0.01%
+16
3345
$107 ﹤0.01%
3
3346
$106 ﹤0.01%
+30
3347
$106 ﹤0.01%
+44
3348
$106 ﹤0.01%
10
+7
3349
$100 ﹤0.01%
+1
3350
$98 ﹤0.01%
+30
132 133
134
135 136