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
1251
$494K ﹤0.01%
4,430
-46
1252
$492K ﹤0.01%
23,809
+372
1253
$492K ﹤0.01%
2,741
+669
1254
$491K ﹤0.01%
17,625
+1,773
1255
$491K ﹤0.01%
6,386
+70
1256
$491K ﹤0.01%
2,202
+219
1257
$489K ﹤0.01%
25,327
+9,852
1258
$487K ﹤0.01%
7,906
-72
1259
$483K ﹤0.01%
11,146
1260
$483K ﹤0.01%
13,928
-2,227
1261
$482K ﹤0.01%
41,894
1262
$481K ﹤0.01%
10,038
+3,689
1263
$479K ﹤0.01%
7,888
-204
1264
$479K ﹤0.01%
4,945
-272
1265
$476K ﹤0.01%
4,795
+268
1266
$473K ﹤0.01%
20,863
1267
$470K ﹤0.01%
16,786
+27
1268
$470K ﹤0.01%
3,951
+1,075
1269
$470K ﹤0.01%
9,914
+46
1270
$469K ﹤0.01%
4,530
-4,032
1271
$461K ﹤0.01%
3,377
+801
1272
$460K ﹤0.01%
5,356
-69
1273
$459K ﹤0.01%
3,262
-108
1274
$458K ﹤0.01%
11,513
-710
1275
$457K ﹤0.01%
3,619
+322
49 50
51
52 53