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
1751
$121K ﹤0.01%
1,712
+430
1752
$120K ﹤0.01%
4,581
-520
1753
$120K ﹤0.01%
4,105
+54
1754
$119K ﹤0.01%
3,220
+1,067
1755
$119K ﹤0.01%
2,178
-286
1756
$118K ﹤0.01%
2,318
+2,118
1757
$118K ﹤0.01%
2,392
+1,570
1758
$118K ﹤0.01%
2,142
-1,063
1759
$118K ﹤0.01%
1,028
+251
1760
$117K ﹤0.01%
7,279
+1,844
1761
$117K ﹤0.01%
1,125
1762
$117K ﹤0.01%
2,441
+5
1763
$117K ﹤0.01%
8,090
+543
1764
$117K ﹤0.01%
+1,229
1765
$116K ﹤0.01%
2,525
+86
1766
$116K ﹤0.01%
2,065
-102
1767
$116K ﹤0.01%
2,961
-1,502
1768
$115K ﹤0.01%
1,819
+273
1769
$115K ﹤0.01%
581
1770
$115K ﹤0.01%
638
-66
1771
$114K ﹤0.01%
10,404
+2,667
1772
$114K ﹤0.01%
1,536
-3
1773
$114K ﹤0.01%
1,401
+10
1774
$113K ﹤0.01%
7,199
-6,646
1775
$113K ﹤0.01%
3,007
+296
69 70
71
72 73