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
1801
$101K ﹤0.01%
4,399
+521
1802
$101K ﹤0.01%
1,778
+404
1803
$101K ﹤0.01%
1,519
-4
1804
$100K ﹤0.01%
11,831
-407
1805
$99.9K ﹤0.01%
1,853
+1,496
1806
$99.1K ﹤0.01%
4,914
+1,590
1807
$99.1K ﹤0.01%
2,292
+7
1808
$98.7K ﹤0.01%
+5,530
1809
$98.6K ﹤0.01%
1,775
+599
1810
$98.4K ﹤0.01%
468
-127
1811
$98.1K ﹤0.01%
1,348
-111
1812
$97.9K ﹤0.01%
+2,134
1813
$97.6K ﹤0.01%
5,189
+794
1814
$97.6K ﹤0.01%
+3,149
1815
$97.5K ﹤0.01%
80
+5
1816
$97.5K ﹤0.01%
707
+6
1817
$97.5K ﹤0.01%
1,944
-2,280
1818
$96.3K ﹤0.01%
2,530
+14
1819
$96.1K ﹤0.01%
2,398
+1,383
1820
$96K ﹤0.01%
5,865
-1,031
1821
$95.9K ﹤0.01%
1,450
1822
$95.7K ﹤0.01%
8,250
+2,179
1823
$95.2K ﹤0.01%
6,646
+1,014
1824
$94.6K ﹤0.01%
3,860
-932
1825
$93.9K ﹤0.01%
12,738
+115
71 72
73
74 75