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
1226
$529K ﹤0.01%
6,078
-893
1227
$529K ﹤0.01%
10,380
+861
1228
$528K ﹤0.01%
24,811
-1,226
1229
$527K ﹤0.01%
780
+23
1230
$527K ﹤0.01%
14,094
+13,894
1231
$526K ﹤0.01%
10,588
-4,670
1232
$520K ﹤0.01%
6,366
+1,656
1233
$520K ﹤0.01%
11,691
+303
1234
$517K ﹤0.01%
6,928
-217
1235
$516K ﹤0.01%
79,071
+47
1236
$515K ﹤0.01%
24,330
-2,484
1237
$515K ﹤0.01%
18,617
+1,042
1238
$514K ﹤0.01%
13,910
-1,140
1239
$511K ﹤0.01%
8,725
+416
1240
$509K ﹤0.01%
13,783
-1,032
1241
$508K ﹤0.01%
20,498
+7,299
1242
$507K ﹤0.01%
6,358
-7,833
1243
$507K ﹤0.01%
31,012
+2
1244
$505K ﹤0.01%
56,752
+8,286
1245
$504K ﹤0.01%
2,924
+62
1246
$502K ﹤0.01%
43,788
-59
1247
$501K ﹤0.01%
16,964
-640
1248
$501K ﹤0.01%
2,700
1249
$500K ﹤0.01%
11,039
+886
1250
$498K ﹤0.01%
2,115
-78
48 49
50
51 52