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
1101
$745K ﹤0.01%
12,675
-1,248
1102
$743K ﹤0.01%
10,623
+4,899
1103
$742K ﹤0.01%
8,311
-45
1104
$741K ﹤0.01%
9,392
+256
1105
$740K ﹤0.01%
23,558
-10,231
1106
$740K ﹤0.01%
14,902
-694
1107
$738K ﹤0.01%
13,552
+913
1108
$735K ﹤0.01%
16,273
+2,918
1109
$734K ﹤0.01%
14,300
-280
1110
$732K ﹤0.01%
162,681
+102,892
1111
$731K ﹤0.01%
12,664
-11,187
1112
$728K ﹤0.01%
10,298
+143
1113
$728K ﹤0.01%
47,854
-356
1114
$724K ﹤0.01%
28,478
+1,470
1115
$722K ﹤0.01%
6,252
-957
1116
$718K ﹤0.01%
1,672
+275
1117
$717K ﹤0.01%
14,498
-1,634
1118
$716K ﹤0.01%
19,402
-8,413
1119
$716K ﹤0.01%
33,288
+12,446
1120
$714K ﹤0.01%
3,764
+904
1121
$714K ﹤0.01%
10,208
+447
1122
$713K ﹤0.01%
1,802
+48
1123
$712K ﹤0.01%
5,658
-273
1124
$712K ﹤0.01%
5,432
+1,230
1125
$710K ﹤0.01%
72,566
+7,686
43 44
45
46 47