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
1201
$557K ﹤0.01%
9,877
+929
1202
$557K ﹤0.01%
36,282
-104,854
1203
$555K ﹤0.01%
2,200
1204
$553K ﹤0.01%
9,731
-44
1205
$553K ﹤0.01%
12,549
-260
1206
$552K ﹤0.01%
22,565
1207
$551K ﹤0.01%
18,991
-952
1208
$550K ﹤0.01%
6,494
+96
1209
$548K ﹤0.01%
5,589
-870
1210
$546K ﹤0.01%
8,376
-1,476
1211
$546K ﹤0.01%
4,672
+1,050
1212
$545K ﹤0.01%
4,844
+2,620
1213
$544K ﹤0.01%
4,495
-612
1214
$543K ﹤0.01%
29,820
+5,147
1215
$543K ﹤0.01%
14,055
-347
1216
$542K ﹤0.01%
18,600
-1,165
1217
$540K ﹤0.01%
2,941
-541
1218
$539K ﹤0.01%
68,250
+12,719
1219
$539K ﹤0.01%
53,058
-597
1220
$538K ﹤0.01%
9,397
+3,408
1221
$537K ﹤0.01%
4,756
-195
1222
$535K ﹤0.01%
5,342
+244
1223
$533K ﹤0.01%
11,234
-159
1224
$532K ﹤0.01%
8,782
+5,062
1225
$532K ﹤0.01%
14,832
+1,429
47 48
49
50 51