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
1151
$663K ﹤0.01%
2,274
+80
1152
$662K ﹤0.01%
57,756
-5,492
1153
$659K ﹤0.01%
9,310
+311
1154
$648K ﹤0.01%
80
+10
1155
$647K ﹤0.01%
5,750
+728
1156
$647K ﹤0.01%
54,423
+291
1157
$646K ﹤0.01%
13,531
+131
1158
$644K ﹤0.01%
11,236
-935
1159
$644K ﹤0.01%
32,972
+5,455
1160
$643K ﹤0.01%
13,420
+2,219
1161
$637K ﹤0.01%
6,856
+16
1162
$637K ﹤0.01%
38,268
+15,831
1163
$636K ﹤0.01%
128,822
+15,799
1164
$634K ﹤0.01%
4,779
-561
1165
$632K ﹤0.01%
1,272
+18
1166
$632K ﹤0.01%
7,700
-423
1167
$630K ﹤0.01%
2,985
+356
1168
$627K ﹤0.01%
14,071
+458
1169
$626K ﹤0.01%
62,570
-2,379
1170
$625K ﹤0.01%
8,183
+5,553
1171
$624K ﹤0.01%
15,219
+1,443
1172
$624K ﹤0.01%
25,680
-3,138
1173
$623K ﹤0.01%
14,999
-2,557
1174
$620K ﹤0.01%
1,950
-450
1175
$612K ﹤0.01%
4,865
-257
45 46
47
48 49