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
1676
$143K ﹤0.01%
2,766
-643
1677
$143K ﹤0.01%
223
-23
1678
$143K ﹤0.01%
21,253
+286
1679
$142K ﹤0.01%
11,740
-11,320
1680
$141K ﹤0.01%
86
-12
1681
$140K ﹤0.01%
11,996
-1,775
1682
$140K ﹤0.01%
5,300
1683
$140K ﹤0.01%
3,207
+134
1684
$140K ﹤0.01%
3,236
+55
1685
$140K ﹤0.01%
2,943
-416
1686
$140K ﹤0.01%
6,339
+816
1687
$140K ﹤0.01%
1,493
-41
1688
$139K ﹤0.01%
1,250
1689
$139K ﹤0.01%
8,310
+1,489
1690
$139K ﹤0.01%
8,519
+295
1691
$139K ﹤0.01%
39,261
+6,812
1692
$139K ﹤0.01%
1,967
1693
$138K ﹤0.01%
15,268
+190
1694
$138K ﹤0.01%
2,295
+2,274
1695
$138K ﹤0.01%
4,192
+461
1696
$138K ﹤0.01%
2,905
+791
1697
$137K ﹤0.01%
7,512
+4,525
1698
$137K ﹤0.01%
7,070
-87
1699
$136K ﹤0.01%
2,685
+648
1700
$136K ﹤0.01%
2,046
-50
66 67
68
69 70