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
1451
$272K ﹤0.01%
1,739
-37
1452
$271K ﹤0.01%
879
+109
1453
$271K ﹤0.01%
8,345
-195
1454
$270K ﹤0.01%
5,473
+190
1455
$270K ﹤0.01%
4,055
-16
1456
$270K ﹤0.01%
896
-46
1457
$270K ﹤0.01%
23,177
+20,601
1458
$269K ﹤0.01%
3,154
-126
1459
$268K ﹤0.01%
630
-1
1460
$265K ﹤0.01%
4,468
+710
1461
$265K ﹤0.01%
472
-305
1462
$264K ﹤0.01%
4,693
+18
1463
$264K ﹤0.01%
11,353
+286
1464
$263K ﹤0.01%
21,980
-200
1465
$262K ﹤0.01%
9,035
-4,782
1466
$262K ﹤0.01%
778
+281
1467
$259K ﹤0.01%
7,852
1468
$259K ﹤0.01%
58,645
+7,846
1469
$258K ﹤0.01%
6,094
-725
1470
$257K ﹤0.01%
5,674
-2,767
1471
$257K ﹤0.01%
80,418
+17,987
1472
$257K ﹤0.01%
5,067
+1,120
1473
$256K ﹤0.01%
4,583
+2,401
1474
$256K ﹤0.01%
6,106
-500
1475
$254K ﹤0.01%
1,511
57 58
59
60 61