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
1276
$456K ﹤0.01%
20,504
+16,735
1277
$454K ﹤0.01%
6,922
+3,721
1278
$454K ﹤0.01%
10,277
-2,692
1279
$453K ﹤0.01%
9,964
+3
1280
$449K ﹤0.01%
2,304
-48
1281
$448K ﹤0.01%
6,752
+15
1282
$446K ﹤0.01%
40,347
-430
1283
$444K ﹤0.01%
17,012
+9,091
1284
$442K ﹤0.01%
16,370
-547
1285
$441K ﹤0.01%
18,789
+13,029
1286
$440K ﹤0.01%
23,725
-184
1287
$440K ﹤0.01%
5,885
+1,270
1288
$440K ﹤0.01%
31,774
+30,304
1289
$439K ﹤0.01%
61,126
+1,940
1290
$438K ﹤0.01%
9,939
-121,519
1291
$437K ﹤0.01%
12,352
-727
1292
$435K ﹤0.01%
23,202
+12,193
1293
$433K ﹤0.01%
6,681
+285
1294
$433K ﹤0.01%
4,263
-4,467
1295
$433K ﹤0.01%
3,211
+21
1296
$432K ﹤0.01%
7,649
+61
1297
$430K ﹤0.01%
5,264
-7
1298
$429K ﹤0.01%
7,701
-35
1299
$428K ﹤0.01%
2,174
-29
1300
$427K ﹤0.01%
17,404
+265
50 51
52
53 54