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
3476
– –
-53
3477
– –
-401
3478
– –
-10
3479
– –
-20
3480
– –
-100
3481
– –
-180
3482
– –
-486
3483
– –
-1,388
3484
– –
-100
3485
– –
-392
3486
– –
-166
3487
– –
-484
3488
– –
0
3489
– –
-100
3490
– –
-74
3491
– –
-60
3492
– –
-547
3493
– –
-8
3494
– –
-213
3495
– –
0
3496
– –
-347
3497
– –
-279
3498
– –
-462
3499
– –
-12
3500
– –
-800
138 139
140
141 142