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
1001
$1.04M ﹤0.01%
4,744
-67
1002
$1.04M ﹤0.01%
67,467
-17,090
1003
$1.03M ﹤0.01%
7,111
-187
1004
$1.03M ﹤0.01%
6,605
-147
1005
$1.03M ﹤0.01%
29,452
+851
1006
$1.03M ﹤0.01%
7,669
+624
1007
$1.01M ﹤0.01%
72,733
-30,224
1008
$1.01M ﹤0.01%
13,794
-7,068
1009
$1.01M ﹤0.01%
997
-1,634
1010
$1.01M ﹤0.01%
8,038
+420
1011
$1.01M ﹤0.01%
10,185
+219
1012
$1.01M ﹤0.01%
4,520
-52
1013
$1M ﹤0.01%
1,858
-365
1014
$977K ﹤0.01%
50,672
-6,619
1015
$975K ﹤0.01%
10,321
-669
1016
$973K ﹤0.01%
28,442
+662
1017
$959K ﹤0.01%
20,322
+62
1018
$958K ﹤0.01%
25,000
1019
$950K ﹤0.01%
7,199
+409
1020
$946K ﹤0.01%
83,328
-3,186
1021
$945K ﹤0.01%
66,100
+13,622
1022
$945K ﹤0.01%
20,049
-6
1023
$945K ﹤0.01%
18,787
-1,862
1024
$943K ﹤0.01%
20,406
-9,043
1025
$937K ﹤0.01%
2,858
-1,829
39 40
41
42 43