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
3376
$55 ﹤0.01%
3
-220
3377
$53 ﹤0.01%
+4
3378
$53 ﹤0.01%
+3
3379
$53 ﹤0.01%
+2
3380
$51 ﹤0.01%
+5
3381
$50 ﹤0.01%
6
3382
$50 ﹤0.01%
+2
3383
$49 ﹤0.01%
+2
3384
$49 ﹤0.01%
+2
3385
$49 ﹤0.01%
+1
3386
$48 ﹤0.01%
3
-193
3387
$47 ﹤0.01%
13
3388
$46 ﹤0.01%
2
3389
$45 ﹤0.01%
3
-12
3390
$44 ﹤0.01%
+4
3391
$43 ﹤0.01%
+13
3392
$39 ﹤0.01%
+2
3393
$38 ﹤0.01%
+8
3394
$37 ﹤0.01%
+4
3395
$34 ﹤0.01%
+10
3396
$34 ﹤0.01%
+1
3397
$34 ﹤0.01%
+3
3398
$34 ﹤0.01%
+54
3399
$33 ﹤0.01%
+1
3400
$33 ﹤0.01%
8
134 135
136
137 138