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
1526
$217K ﹤0.01%
10,994
+294
1527
$217K ﹤0.01%
4,398
-389
1528
$217K ﹤0.01%
342
1529
$216K ﹤0.01%
6,370
-247
1530
$215K ﹤0.01%
5,000
1531
$215K ﹤0.01%
15,240
-206
1532
$215K ﹤0.01%
990
-390
1533
$214K ﹤0.01%
4,407
+3,012
1534
$214K ﹤0.01%
2,696
-140
1535
$212K ﹤0.01%
5,921
-2,453
1536
$212K ﹤0.01%
5,650
+334
1537
$210K ﹤0.01%
1,415
+43
1538
$210K ﹤0.01%
12,722
+4,522
1539
$210K ﹤0.01%
4,903
+743
1540
$209K ﹤0.01%
3,252
-394
1541
$208K ﹤0.01%
1,532
-4
1542
$208K ﹤0.01%
5,842
+3,390
1543
$207K ﹤0.01%
637
-35
1544
$207K ﹤0.01%
8,441
+1,592
1545
$207K ﹤0.01%
4,834
+534
1546
$206K ﹤0.01%
+8,968
1547
$205K ﹤0.01%
5,686
+7
1548
$205K ﹤0.01%
+9,482
1549
$205K ﹤0.01%
+5,192
1550
$204K ﹤0.01%
6,789
60 61
62
63 64