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
1626
$164K ﹤0.01%
57,205
+2,239
1627
$163K ﹤0.01%
4,644
1628
$163K ﹤0.01%
2,531
+438
1629
$163K ﹤0.01%
8,221
+142
1630
$163K ﹤0.01%
2,981
+24
1631
$162K ﹤0.01%
+4,000
1632
$162K ﹤0.01%
3,315
+59
1633
$161K ﹤0.01%
+7,500
1634
$161K ﹤0.01%
13,733
+614
1635
$160K ﹤0.01%
1,775
-90
1636
$160K ﹤0.01%
8,005
+2,777
1637
$160K ﹤0.01%
3,150
+742
1638
$159K ﹤0.01%
6,731
+65
1639
$157K ﹤0.01%
515
-47
1640
$157K ﹤0.01%
1,053
+184
1641
$156K ﹤0.01%
7,764
-5,930
1642
$156K ﹤0.01%
672
+45
1643
$155K ﹤0.01%
1,636
+2
1644
$155K ﹤0.01%
905
+9
1645
$155K ﹤0.01%
4,195
+70
1646
$155K ﹤0.01%
1,978
-684
1647
$154K ﹤0.01%
1,238
1648
$154K ﹤0.01%
5,281
+1,747
1649
$154K ﹤0.01%
+5,368
1650
$154K ﹤0.01%
4,733
-83
64 65
66
67 68