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
976
$1.12M ﹤0.01%
4,093
-3,269
977
$1.11M ﹤0.01%
13,937
+9,136
978
$1.11M ﹤0.01%
91,351
-1,770
979
$1.1M ﹤0.01%
41,952
980
$1.09M ﹤0.01%
65,935
-1,747
981
$1.09M ﹤0.01%
+53,847
982
$1.09M ﹤0.01%
23,026
+20,242
983
$1.09M ﹤0.01%
24,449
-810
984
$1.08M ﹤0.01%
9,556
+1,714
985
$1.08M ﹤0.01%
6,299
+143
986
$1.08M ﹤0.01%
19,886
+19,255
987
$1.07M ﹤0.01%
16,250
-9,443
988
$1.07M ﹤0.01%
14,646
+1,495
989
$1.06M ﹤0.01%
96,948
+20,817
990
$1.06M ﹤0.01%
80,154
-21,663
991
$1.06M ﹤0.01%
16,245
+368
992
$1.05M ﹤0.01%
6,128
+1,264
993
$1.05M ﹤0.01%
24,325
+6,321
994
$1.05M ﹤0.01%
26,691
+8,851
995
$1.05M ﹤0.01%
32,047
-135
996
$1.05M ﹤0.01%
27,508
+12,596
997
$1.04M ﹤0.01%
28,039
+3,026
998
$1.04M ﹤0.01%
16,181
-2,287
999
$1.04M ﹤0.01%
94,191
-11,963
1000
$1.04M ﹤0.01%
3,106
-81
38 39
40
41 42