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
1476
$253K ﹤0.01%
71,370
1477
$252K ﹤0.01%
5,435
+4,004
1478
$252K ﹤0.01%
37,439
+5,113
1479
$250K ﹤0.01%
1,758
1480
$249K ﹤0.01%
3,506
1481
$248K ﹤0.01%
5,232
-224
1482
$248K ﹤0.01%
3,799
+2,388
1483
$246K ﹤0.01%
7,329
+551
1484
$245K ﹤0.01%
8,510
+5,462
1485
$244K ﹤0.01%
6,264
+1,044
1486
$244K ﹤0.01%
5,069
+1,493
1487
$243K ﹤0.01%
13,633
1488
$242K ﹤0.01%
5,439
+255
1489
$242K ﹤0.01%
24,217
-399
1490
$240K ﹤0.01%
4,994
-19
1491
$240K ﹤0.01%
17,937
-2,500
1492
$239K ﹤0.01%
9,319
-18,168
1493
$239K ﹤0.01%
11,061
+3,714
1494
$239K ﹤0.01%
3,247
+1,313
1495
$238K ﹤0.01%
1,955
+1,001
1496
$236K ﹤0.01%
7,448
-1,052
1497
$236K ﹤0.01%
2,225
1498
$235K ﹤0.01%
1,539
+17
1499
$235K ﹤0.01%
1,706
+467
1500
$235K ﹤0.01%
79,535
58 59
60
61 62