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
1576
$187K ﹤0.01%
5,896
1577
$186K ﹤0.01%
3,797
+1,793
1578
$186K ﹤0.01%
1,509
+94
1579
$185K ﹤0.01%
11,483
1580
$184K ﹤0.01%
8,645
+217
1581
$184K ﹤0.01%
3,155
+43
1582
$184K ﹤0.01%
3,980
-127
1583
$183K ﹤0.01%
7,887
+199
1584
$183K ﹤0.01%
5,073
-991
1585
$181K ﹤0.01%
3,294
-1,394
1586
$181K ﹤0.01%
6,242
-246
1587
$181K ﹤0.01%
8,122
-414
1588
$180K ﹤0.01%
1,894
1589
$180K ﹤0.01%
16,083
-5,553
1590
$180K ﹤0.01%
4,037
+35
1591
$180K ﹤0.01%
12,737
+120
1592
$179K ﹤0.01%
4,705
+1,678
1593
$179K ﹤0.01%
5,159
1594
$178K ﹤0.01%
16,787
1595
$178K ﹤0.01%
3,872
+3,168
1596
$178K ﹤0.01%
15,000
1597
$178K ﹤0.01%
8,786
-578
1598
$177K ﹤0.01%
2,740
-479
1599
$177K ﹤0.01%
7,995
+209
1600
$177K ﹤0.01%
1,682
+516
62 63
64
65 66