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
1076
$811K ﹤0.01%
8,276
+2,047
1077
$802K ﹤0.01%
14,764
+1,023
1078
$796K ﹤0.01%
27,519
+4,852
1079
$790K ﹤0.01%
6,365
+269
1080
$789K ﹤0.01%
49,893
-887
1081
$788K ﹤0.01%
8,470
+548
1082
$786K ﹤0.01%
34,550
+3,176
1083
$783K ﹤0.01%
12,686
+441
1084
$782K ﹤0.01%
20,105
-327
1085
$778K ﹤0.01%
7,628
+150
1086
$777K ﹤0.01%
3,925
-648
1087
$777K ﹤0.01%
21,911
-4,295
1088
$777K ﹤0.01%
14,552
-440
1089
$776K ﹤0.01%
25,263
-4,606
1090
$776K ﹤0.01%
25,442
-75,013
1091
$775K ﹤0.01%
94,666
1092
$771K ﹤0.01%
914
1093
$767K ﹤0.01%
19,804
+1,974
1094
$766K ﹤0.01%
16,157
-27,470
1095
$763K ﹤0.01%
26,130
-7,826
1096
$761K ﹤0.01%
2,975
-271
1097
$756K ﹤0.01%
22,946
-1,492
1098
$755K ﹤0.01%
12,515
+49
1099
$754K ﹤0.01%
4,937
-24
1100
$750K ﹤0.01%
14,275
+387
42 43
44
45 46