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
3676
– –
-14
3677
– –
-852
3678
– –
-8,889
3679
– –
-1,319
3680
– –
-1,878
3681
– –
-3,170
3682
– –
-20
3683
– –
-1,313
3684
– –
-8
3685
– –
-883
3686
– –
-150
3687
– –
-60
3688
– –
-100
3689
– –
-868
3690
– –
-270
3691
– –
-95
3692
– –
-1
3693
– –
-105
3694
– –
-2
3695
– –
-15
3696
– –
-8,500
3697
– –
-342
3698
– –
-299
3699
– –
-100
3700
– –
-4
146 147
148
149 150