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
1026
$936K ﹤0.01%
8,604
+5,505
1027
$936K ﹤0.01%
9,579
-2,556
1028
$934K ﹤0.01%
87,334
+6,671
1029
$931K ﹤0.01%
18,388
+373
1030
$929K ﹤0.01%
25,592
-6,212
1031
$929K ﹤0.01%
6,951
-975
1032
$929K ﹤0.01%
27,031
-5,220
1033
$913K ﹤0.01%
2,633
-267
1034
$910K ﹤0.01%
31,476
-683
1035
$909K ﹤0.01%
20,472
-3,228
1036
$908K ﹤0.01%
41,403
+6,201
1037
$907K ﹤0.01%
8,694
+817
1038
$905K ﹤0.01%
3,056
+628
1039
$901K ﹤0.01%
13,225
+1,008
1040
$899K ﹤0.01%
5,849
-169
1041
$891K ﹤0.01%
2,145
+128
1042
$887K ﹤0.01%
5,501
-2,472
1043
$887K ﹤0.01%
583
-24
1044
$887K ﹤0.01%
20,059
+17,576
1045
$886K ﹤0.01%
35,547
-12,733
1046
$886K ﹤0.01%
1,443
-221
1047
$885K ﹤0.01%
17,285
-397
1048
$884K ﹤0.01%
75,130
+312
1049
$879K ﹤0.01%
41,368
-4,156
1050
$878K ﹤0.01%
48,984
+1,875
40 41
42
43 44