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
851
$1.68M ﹤0.01%
19,143
-191
852
$1.64M ﹤0.01%
13,244
+11,510
853
$1.63M ﹤0.01%
94,965
+3,635
854
$1.62M ﹤0.01%
64,232
-57,948
855
$1.62M ﹤0.01%
9,746
-113
856
$1.62M ﹤0.01%
22,363
-15,887
857
$1.61M ﹤0.01%
132,336
-16,667
858
$1.61M ﹤0.01%
12,242
-1,448
859
$1.61M ﹤0.01%
70,503
+43,709
860
$1.61M ﹤0.01%
4,087
-756
861
$1.6M ﹤0.01%
56,807
+824
862
$1.59M ﹤0.01%
12,859
+3,665
863
$1.59M ﹤0.01%
26,811
-2,455
864
$1.59M ﹤0.01%
16,310
+1,663
865
$1.58M ﹤0.01%
8,270
+1,002
866
$1.57M ﹤0.01%
16,489
+1,186
867
$1.56M ﹤0.01%
14,779
+1,283
868
$1.56M ﹤0.01%
13,036
+2,008
869
$1.55M ﹤0.01%
12,570
-2,444
870
$1.55M ﹤0.01%
27,569
-738
871
$1.54M ﹤0.01%
34,014
-449
872
$1.53M ﹤0.01%
8,376
-536
873
$1.53M ﹤0.01%
87,752
+24,549
874
$1.51M ﹤0.01%
18,255
+1,658
875
$1.51M ﹤0.01%
25,079
+3,036
33 34
35
36 37