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
1301
$426K ﹤0.01%
1,896
-8
1302
$423K ﹤0.01%
4,147
+425
1303
$419K ﹤0.01%
7,184
+4,164
1304
$415K ﹤0.01%
11,188
-4,220
1305
$413K ﹤0.01%
7,847
+2,746
1306
$412K ﹤0.01%
9,553
+768
1307
$412K ﹤0.01%
3,529
-4,362
1308
$409K ﹤0.01%
2,625
+229
1309
$408K ﹤0.01%
11,120
-6,288
1310
$408K ﹤0.01%
5,141
+108
1311
$407K ﹤0.01%
23,417
+3,396
1312
$407K ﹤0.01%
4,781
-8,447
1313
$407K ﹤0.01%
8,157
+35
1314
$403K ﹤0.01%
37,142
+33
1315
$401K ﹤0.01%
1,721
-114
1316
$400K ﹤0.01%
33,104
+2,418
1317
$400K ﹤0.01%
2,846
+109
1318
$396K ﹤0.01%
22,398
1319
$395K ﹤0.01%
2,386
+36
1320
$394K ﹤0.01%
14,034
-3,768
1321
$388K ﹤0.01%
9,121
+763
1322
$387K ﹤0.01%
11,107
+62
1323
$383K ﹤0.01%
2,412
-290
1324
$383K ﹤0.01%
11,003
-2,195
1325
$382K ﹤0.01%
10,018
-2,179
51 52
53
54 55