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
876
$1.51M ﹤0.01%
172,649
+11,434
877
$1.51M ﹤0.01%
26,581
-6,874
878
$1.49M ﹤0.01%
124,656
+14,060
879
$1.49M ﹤0.01%
62,590
-33,412
880
$1.49M ﹤0.01%
61,047
+7,332
881
$1.48M ﹤0.01%
25,179
+513
882
$1.47M ﹤0.01%
54,676
+5,868
883
$1.47M ﹤0.01%
19,641
+586
884
$1.47M ﹤0.01%
10,079
+2
885
$1.46M ﹤0.01%
25,504
-22
886
$1.46M ﹤0.01%
6,766
-548
887
$1.45M ﹤0.01%
7,435
+3,719
888
$1.44M ﹤0.01%
7,643
+176
889
$1.44M ﹤0.01%
36,936
-2,214
890
$1.44M ﹤0.01%
176,487
+2,555
891
$1.43M ﹤0.01%
63,561
+49,107
892
$1.42M ﹤0.01%
14,214
+1,041
893
$1.42M ﹤0.01%
16,892
-6,930
894
$1.41M ﹤0.01%
35,879
-4,543
895
$1.41M ﹤0.01%
36,201
+6,318
896
$1.41M ﹤0.01%
23,933
+7,415
897
$1.4M ﹤0.01%
18,746
+3,413
898
$1.4M ﹤0.01%
3,474
-1,040
899
$1.39M ﹤0.01%
10,034
-519
900
$1.39M ﹤0.01%
34,739
+34,374
34 35
36
37 38