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
1126
$710K ﹤0.01%
17,110
+17,060
1127
$703K ﹤0.01%
6,042
+116
1128
$702K ﹤0.01%
4,716
+1,693
1129
$701K ﹤0.01%
46,210
-6,041
1130
$701K ﹤0.01%
15,594
+8,026
1131
$699K ﹤0.01%
5,749
-9
1132
$698K ﹤0.01%
8,120
+2,472
1133
$697K ﹤0.01%
11,660
+1,912
1134
$693K ﹤0.01%
16,651
-904
1135
$687K ﹤0.01%
22,330
+1,080
1136
$687K ﹤0.01%
16,339
+51
1137
$686K ﹤0.01%
11,102
-543
1138
$683K ﹤0.01%
9,561
+386
1139
$683K ﹤0.01%
8,966
+46
1140
$679K ﹤0.01%
8,622
-389
1141
$679K ﹤0.01%
21,840
-2,004
1142
$676K ﹤0.01%
7,440
+1,178
1143
$676K ﹤0.01%
14,484
+11,399
1144
$675K ﹤0.01%
11,667
+1,486
1145
$673K ﹤0.01%
3,067
+793
1146
$671K ﹤0.01%
24,467
-19,551
1147
$669K ﹤0.01%
24,314
-2,375
1148
$668K ﹤0.01%
32,070
-13,225
1149
$667K ﹤0.01%
5,954
+1,920
1150
$663K ﹤0.01%
26,110
+16,455
44 45
46
47 48