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
1426
$289K ﹤0.01%
11,325
+5,923
1427
$289K ﹤0.01%
4,439
+674
1428
$288K ﹤0.01%
2,720
+23
1429
$286K ﹤0.01%
5,282
-416
1430
$285K ﹤0.01%
1,711
+212
1431
$285K ﹤0.01%
6,470
-295
1432
$285K ﹤0.01%
14,627
1433
$284K ﹤0.01%
114,379
+7,992
1434
$283K ﹤0.01%
489
+207
1435
$283K ﹤0.01%
13,203
+7,258
1436
$282K ﹤0.01%
5,096
+688
1437
$281K ﹤0.01%
6,657
+48
1438
$280K ﹤0.01%
4,757
+282
1439
$280K ﹤0.01%
1,238
1440
$278K ﹤0.01%
33,725
+4,199
1441
$278K ﹤0.01%
4,580
1442
$277K ﹤0.01%
10,302
+1,135
1443
$276K ﹤0.01%
11,681
+7,702
1444
$276K ﹤0.01%
+9,005
1445
$276K ﹤0.01%
2,764
-934
1446
$274K ﹤0.01%
14,388
+1,782
1447
$274K ﹤0.01%
2,856
-532
1448
$274K ﹤0.01%
5,924
-232
1449
$273K ﹤0.01%
4,646
+389
1450
$272K ﹤0.01%
5,895
+1,247
56 57
58
59 60