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
1701
$136K ﹤0.01%
6,268
+612
1702
$136K ﹤0.01%
1,174
-399
1703
$136K ﹤0.01%
8,408
-22,758
1704
$135K ﹤0.01%
2,011
-117
1705
$135K ﹤0.01%
387
+68
1706
$135K ﹤0.01%
5,234
+3
1707
$134K ﹤0.01%
17,729
-78
1708
$134K ﹤0.01%
1,345
-2,310
1709
$134K ﹤0.01%
2,318
+34
1710
$134K ﹤0.01%
1,705
+492
1711
$133K ﹤0.01%
2,715
+2
1712
$133K ﹤0.01%
1,114
-192
1713
$133K ﹤0.01%
1,536
1714
$132K ﹤0.01%
1,424
+251
1715
$132K ﹤0.01%
7,811
-220
1716
$132K ﹤0.01%
1,490
-664
1717
$132K ﹤0.01%
2,429
1718
$132K ﹤0.01%
4,216
-47
1719
$131K ﹤0.01%
1,733
-193
1720
$131K ﹤0.01%
6,632
-1,897
1721
$130K ﹤0.01%
8,832
1722
$130K ﹤0.01%
3,434
+1,310
1723
$129K ﹤0.01%
7,662
+7,589
1724
$129K ﹤0.01%
1,898
-10,410
1725
$129K ﹤0.01%
2,851
+71
67 68
69
70 71