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
1651
$154K ﹤0.01%
1,514
+134
1652
$153K ﹤0.01%
1,450
+2
1653
$153K ﹤0.01%
1,980
1654
$153K ﹤0.01%
27,627
+151
1655
$152K ﹤0.01%
12,766
+28
1656
$152K ﹤0.01%
3,224
+186
1657
$152K ﹤0.01%
441
-12
1658
$152K ﹤0.01%
7,673
-266,548
1659
$151K ﹤0.01%
4,351
+241
1660
$151K ﹤0.01%
2,224
-23
1661
$151K ﹤0.01%
3,452
1662
$151K ﹤0.01%
6,469
+36
1663
$150K ﹤0.01%
3,868
+1,824
1664
$149K ﹤0.01%
5,030
+30
1665
$148K ﹤0.01%
16,514
+13
1666
$147K ﹤0.01%
+9,536
1667
$147K ﹤0.01%
7,550
-100
1668
$147K ﹤0.01%
2,605
1669
$146K ﹤0.01%
2,727
1670
$146K ﹤0.01%
7,521
+2,808
1671
$145K ﹤0.01%
109
+9
1672
$145K ﹤0.01%
2,905
+895
1673
$145K ﹤0.01%
11,329
1674
$145K ﹤0.01%
1,738
+392
1675
$144K ﹤0.01%
11,100
-4,776
65 66
67
68 69