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
1401
$303K ﹤0.01%
2,245
-69
1402
$303K ﹤0.01%
6,000
1403
$303K ﹤0.01%
6,503
-438
1404
$301K ﹤0.01%
7,500
-1,992
1405
$301K ﹤0.01%
14,947
-81,643
1406
$301K ﹤0.01%
20,542
-10,937
1407
$301K ﹤0.01%
12,454
+1,526
1408
$300K ﹤0.01%
15,455
+2,482
1409
$300K ﹤0.01%
8,385
+273
1410
$300K ﹤0.01%
4,395
+2,002
1411
$299K ﹤0.01%
29,263
-158
1412
$299K ﹤0.01%
3,967
+2,025
1413
$299K ﹤0.01%
1,367
-215
1414
$298K ﹤0.01%
2,637
+541
1415
$297K ﹤0.01%
6,348
-498
1416
$296K ﹤0.01%
23,869
1417
$296K ﹤0.01%
16,220
-2,053
1418
$295K ﹤0.01%
1,847
+133
1419
$294K ﹤0.01%
19,300
+19,070
1420
$293K ﹤0.01%
4,458
1421
$293K ﹤0.01%
10,322
+1,204
1422
$292K ﹤0.01%
3,954
-71
1423
$292K ﹤0.01%
1,988
-62
1424
$291K ﹤0.01%
3,876
-5,524
1425
$290K ﹤0.01%
35,402
-759
55 56
57
58 59