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
1601
$177K ﹤0.01%
2,032
+594
1602
$176K ﹤0.01%
9,417
+142
1603
$175K ﹤0.01%
3,069
+544
1604
$175K ﹤0.01%
3,070
+1,278
1605
$174K ﹤0.01%
485
+56
1606
$174K ﹤0.01%
+6,607
1607
$174K ﹤0.01%
3,190
+1,991
1608
$173K ﹤0.01%
21,560
-15,053
1609
$171K ﹤0.01%
49,840
+39,766
1610
$171K ﹤0.01%
3,545
+861
1611
$171K ﹤0.01%
12,989
-16,539
1612
$170K ﹤0.01%
1,942
+502
1613
$170K ﹤0.01%
2,139
-82
1614
$169K ﹤0.01%
2,363
+5
1615
$169K ﹤0.01%
18,678
-562
1616
$168K ﹤0.01%
17,830
+14,284
1617
$168K ﹤0.01%
7,662
+221
1618
$168K ﹤0.01%
1,873
-133
1619
$167K ﹤0.01%
1,570
+4
1620
$167K ﹤0.01%
5,598
-874
1621
$167K ﹤0.01%
4,639
-217
1622
$166K ﹤0.01%
2,431
+532
1623
$165K ﹤0.01%
1,279
-369
1624
$164K ﹤0.01%
515
-3
1625
$164K ﹤0.01%
3,281
+773
63 64
65
66 67