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
1851
$89.4K ﹤0.01%
977
-18
1852
$89.4K ﹤0.01%
8,980
1853
$88.8K ﹤0.01%
2,205
+25
1854
$88.5K ﹤0.01%
257
-26
1855
$88.4K ﹤0.01%
10,144
+2,274
1856
$88.2K ﹤0.01%
10,401
+115
1857
$88.2K ﹤0.01%
751
+534
1858
$88.1K ﹤0.01%
1,751
+47
1859
$87.8K ﹤0.01%
1,637
+613
1860
$87.8K ﹤0.01%
1,917
+10
1861
$87.6K ﹤0.01%
1,771
+136
1862
$87.4K ﹤0.01%
567
+110
1863
$87K ﹤0.01%
1,053
+3
1864
$86.9K ﹤0.01%
1,419
+10
1865
$86.9K ﹤0.01%
2,405
+449
1866
$86.8K ﹤0.01%
+1,070
1867
$86.7K ﹤0.01%
536
+284
1868
$86.7K ﹤0.01%
1,804
+6
1869
$86.5K ﹤0.01%
10,943
-1,321
1870
$86K ﹤0.01%
5,036
+2,607
1871
$85.9K ﹤0.01%
12,649
-314
1872
$85.8K ﹤0.01%
5,238
1873
$85.5K ﹤0.01%
14,277
+13
1874
$85.4K ﹤0.01%
3,402
-6,963
1875
$85.3K ﹤0.01%
3,923
-6,242
73 74
75
76 77