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
1726
$129K ﹤0.01%
2,780
-181
1727
$128K ﹤0.01%
4,497
-828
1728
$128K ﹤0.01%
2,346
+916
1729
$128K ﹤0.01%
1,103
+361
1730
$128K ﹤0.01%
750
+450
1731
$127K ﹤0.01%
+8,465
1732
$127K ﹤0.01%
10,537
+3,316
1733
$127K ﹤0.01%
3,053
1734
$126K ﹤0.01%
5,748
+5
1735
$126K ﹤0.01%
6,431
+127
1736
$126K ﹤0.01%
1,956
-120
1737
$126K ﹤0.01%
3,407
-18,217
1738
$125K ﹤0.01%
2,885
-926
1739
$125K ﹤0.01%
5,779
-2,408
1740
$124K ﹤0.01%
+6,055
1741
$124K ﹤0.01%
3,855
+115
1742
$124K ﹤0.01%
4,448
+8
1743
$124K ﹤0.01%
10,393
+300
1744
$123K ﹤0.01%
2,702
-50
1745
$123K ﹤0.01%
2,899
+199
1746
$123K ﹤0.01%
5,930
+4,707
1747
$122K ﹤0.01%
16,489
1748
$122K ﹤0.01%
613
-80
1749
$122K ﹤0.01%
451
+19
1750
$121K ﹤0.01%
7,030
+344
68 69
70
71 72