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
1376
$324K ﹤0.01%
5,176
+631
1377
$322K ﹤0.01%
12,978
+8,435
1378
$321K ﹤0.01%
+4,000
1379
$320K ﹤0.01%
1,198
-74
1380
$320K ﹤0.01%
8,246
+1,873
1381
$320K ﹤0.01%
5,705
+139
1382
$319K ﹤0.01%
19,536
-7,808
1383
$319K ﹤0.01%
27,797
+58
1384
$315K ﹤0.01%
32,534
-725
1385
$314K ﹤0.01%
4,857
-285
1386
$314K ﹤0.01%
53,027
-6,017
1387
$314K ﹤0.01%
4,033
-14,018
1388
$314K ﹤0.01%
2,920
-1,716
1389
$313K ﹤0.01%
16,719
+5,958
1390
$313K ﹤0.01%
788
+90
1391
$312K ﹤0.01%
43,636
-36
1392
$310K ﹤0.01%
17,505
-3,307
1393
$309K ﹤0.01%
9,300
-169
1394
$307K ﹤0.01%
5,800
+5,400
1395
$307K ﹤0.01%
41,613
+2,819
1396
$307K ﹤0.01%
7,964
-2,741
1397
$306K ﹤0.01%
13,654
-6,835
1398
$304K ﹤0.01%
2,347
-356
1399
$304K ﹤0.01%
14,443
-11,568
1400
$304K ﹤0.01%
3,073
-150
54 55
56
57 58