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
1826
$93.8K ﹤0.01%
556
-145
1827
$93.8K ﹤0.01%
2,623
-160
1828
$93.5K ﹤0.01%
5,967
+872
1829
$93.4K ﹤0.01%
11,634
+809
1830
$93K ﹤0.01%
495
+64
1831
$92.7K ﹤0.01%
746
+39
1832
$92.3K ﹤0.01%
2,998
1833
$92.1K ﹤0.01%
4,667
1834
$92.1K ﹤0.01%
785
-79
1835
$92K ﹤0.01%
3,062
+1,991
1836
$92K ﹤0.01%
5,238
-2,039
1837
$91.9K ﹤0.01%
874
-194
1838
$91.4K ﹤0.01%
404
-1,432
1839
$91K ﹤0.01%
1,483
1840
$90.9K ﹤0.01%
543
-13
1841
$90.9K ﹤0.01%
4,484
-186
1842
$90.7K ﹤0.01%
6,531
+4,187
1843
$90.7K ﹤0.01%
4,055
-61
1844
$90.6K ﹤0.01%
1,764
-823
1845
$90.4K ﹤0.01%
22,002
+14,337
1846
$90.4K ﹤0.01%
10,631
+116
1847
$90.2K ﹤0.01%
34,560
+4,150
1848
$90.1K ﹤0.01%
5,500
-882
1849
$90K ﹤0.01%
44,547
-4,364
1850
$89.6K ﹤0.01%
2,586
72 73
74
75 76