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
1051
$878K ﹤0.01%
17,598
-882
1052
$877K ﹤0.01%
71,653
-912
1053
$876K ﹤0.01%
29,362
-222
1054
$872K ﹤0.01%
11,275
-286
1055
$870K ﹤0.01%
6,845
+741
1056
$867K ﹤0.01%
89,716
+57,895
1057
$865K ﹤0.01%
7,170
+4,438
1058
$861K ﹤0.01%
10,898
-996
1059
$859K ﹤0.01%
7,661
-1,633
1060
$858K ﹤0.01%
70,934
+572
1061
$856K ﹤0.01%
39,902
+24,719
1062
$855K ﹤0.01%
1,794
-9,391
1063
$850K ﹤0.01%
52,034
-2,121
1064
$849K ﹤0.01%
4,682
-342
1065
$849K ﹤0.01%
47,341
+21,100
1066
$846K ﹤0.01%
4,603
+404
1067
$842K ﹤0.01%
5,370
-822
1068
$841K ﹤0.01%
19,977
-659
1069
$838K ﹤0.01%
23,004
-1,764
1070
$836K ﹤0.01%
19,530
-201
1071
$825K ﹤0.01%
13,679
+2,802
1072
$825K ﹤0.01%
9,356
+1,166
1073
$824K ﹤0.01%
20,997
-862
1074
$818K ﹤0.01%
17,621
-981
1075
$813K ﹤0.01%
40,306
-16,823
41 42
43
44 45