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
1776
$113K ﹤0.01%
4,010
+1,441
1777
$112K ﹤0.01%
1,335
-116
1778
$111K ﹤0.01%
5,747
+2,667
1779
$111K ﹤0.01%
5,000
1780
$110K ﹤0.01%
18,977
-5,503
1781
$110K ﹤0.01%
2,418
-295
1782
$108K ﹤0.01%
2,182
1783
$107K ﹤0.01%
4,420
+3,300
1784
$107K ﹤0.01%
2,146
+2,052
1785
$107K ﹤0.01%
3,412
1786
$106K ﹤0.01%
7,733
1787
$106K ﹤0.01%
5,821
+5,667
1788
$106K ﹤0.01%
823
+74
1789
$105K ﹤0.01%
2,578
-274
1790
$105K ﹤0.01%
4,974
-4,522
1791
$104K ﹤0.01%
2,005
1792
$103K ﹤0.01%
17,066
+7,316
1793
$103K ﹤0.01%
5,378
+90
1794
$103K ﹤0.01%
2,960
-664
1795
$103K ﹤0.01%
6,469
1796
$102K ﹤0.01%
2,005
-451
1797
$102K ﹤0.01%
7,859
+300
1798
$102K ﹤0.01%
290
-27
1799
$101K ﹤0.01%
1,533
+10
1800
$101K ﹤0.01%
4,501
-116
70 71
72
73 74