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
1351
$348K ﹤0.01%
14,987
-1,860
1352
$348K ﹤0.01%
2,618
+1,221
1353
$348K ﹤0.01%
31,602
+9,245
1354
$347K ﹤0.01%
6,470
-2,711
1355
$346K ﹤0.01%
5,432
+190
1356
$341K ﹤0.01%
3,205
-173
1357
$341K ﹤0.01%
1,984
+67
1358
$339K ﹤0.01%
6,291
-180
1359
$338K ﹤0.01%
1,540
+245
1360
$337K ﹤0.01%
9,702
-2,418
1361
$336K ﹤0.01%
9,787
-307
1362
$335K ﹤0.01%
7,658
+1,074
1363
$334K ﹤0.01%
995
-368
1364
$334K ﹤0.01%
7,168
+1,279
1365
$334K ﹤0.01%
2,417
+84
1366
$333K ﹤0.01%
57,847
1367
$332K ﹤0.01%
15,874
-596
1368
$332K ﹤0.01%
11,645
-3,695
1369
$330K ﹤0.01%
16,958
+1,095
1370
$329K ﹤0.01%
263
-57
1371
$329K ﹤0.01%
2,561
-7
1372
$328K ﹤0.01%
55,819
+55,719
1373
$328K ﹤0.01%
4,147
-38
1374
$326K ﹤0.01%
2,730
+1,000
1375
$326K ﹤0.01%
20,655
-41,694
53 54
55
56 57