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
1326
$377K ﹤0.01%
6,709
+105
1327
$376K ﹤0.01%
3,013
+1,002
1328
$374K ﹤0.01%
2,899
+487
1329
$374K ﹤0.01%
12,667
+7,161
1330
$373K ﹤0.01%
12,634
-1,639
1331
$371K ﹤0.01%
7,181
-525
1332
$371K ﹤0.01%
6,560
-229
1333
$370K ﹤0.01%
15,764
+5,962
1334
$369K ﹤0.01%
8,593
-1
1335
$368K ﹤0.01%
3,743
+1,453
1336
$367K ﹤0.01%
584
+37
1337
$366K ﹤0.01%
2,931
+2,252
1338
$366K ﹤0.01%
4,560
-48
1339
$365K ﹤0.01%
1,928
+96
1340
$363K ﹤0.01%
3,058
+111
1341
$363K ﹤0.01%
2,492
-230
1342
$361K ﹤0.01%
17,329
+4,616
1343
$358K ﹤0.01%
4,668
+260
1344
$357K ﹤0.01%
680
-137
1345
$356K ﹤0.01%
31,804
-8,696
1346
$355K ﹤0.01%
1,290
-420
1347
$352K ﹤0.01%
7,715
+4,747
1348
$351K ﹤0.01%
6,747
-18,603
1349
$349K ﹤0.01%
35,000
1350
$349K ﹤0.01%
739
+2
52 53
54
55 56