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
1176
$609K ﹤0.01%
5,802
+742
1177
$608K ﹤0.01%
39,506
-13,040
1178
$606K ﹤0.01%
11,614
1179
$605K ﹤0.01%
7,881
-158
1180
$604K ﹤0.01%
13,874
+2,521
1181
$601K ﹤0.01%
36,698
+33,362
1182
$600K ﹤0.01%
32,904
+2,823
1183
$599K ﹤0.01%
24,300
+629
1184
$597K ﹤0.01%
7,492
+4,082
1185
$596K ﹤0.01%
26,280
+5,177
1186
$593K ﹤0.01%
7,764
+522
1187
$592K ﹤0.01%
11,269
+978
1188
$591K ﹤0.01%
9,692
-214
1189
$589K ﹤0.01%
22,533
+1,978
1190
$585K ﹤0.01%
5,593
-63
1191
$583K ﹤0.01%
108,618
-2,672
1192
$580K ﹤0.01%
5,559
+309
1193
$579K ﹤0.01%
6,808
+40
1194
$578K ﹤0.01%
4,974
-441
1195
$576K ﹤0.01%
11,152
+1,739
1196
$573K ﹤0.01%
6,302
+519
1197
$572K ﹤0.01%
2,285
+541
1198
$568K ﹤0.01%
3,064
+44
1199
$566K ﹤0.01%
16,299
+447
1200
$560K ﹤0.01%
15,925
-439
46 47
48
49 50