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
3401
$32 ﹤0.01%
+1
3402
$32 ﹤0.01%
1
3403
$32 ﹤0.01%
+2
3404
$31 ﹤0.01%
+2
3405
$30 ﹤0.01%
25
3406
$29 ﹤0.01%
+10
3407
$29 ﹤0.01%
+2
3408
$29 ﹤0.01%
+15
3409
$29 ﹤0.01%
1
3410
$28 ﹤0.01%
5
-64
3411
$28 ﹤0.01%
+10
3412
$28 ﹤0.01%
+5
3413
– –
0
3414
$27 ﹤0.01%
+39
3415
$24 ﹤0.01%
1
3416
$24 ﹤0.01%
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3417
$23 ﹤0.01%
+5
3418
$22 ﹤0.01%
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3419
$22 ﹤0.01%
1
-107
3420
$22 ﹤0.01%
+1
3421
$22 ﹤0.01%
+2
3422
$21 ﹤0.01%
1
-522
3423
$20 ﹤0.01%
6
+5
3424
$20 ﹤0.01%
1
3425
$19 ﹤0.01%
1
135 136
137
138 139