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
1876
$85.3K ﹤0.01%
738
1877
$85.2K ﹤0.01%
3,698
-453
1878
$85.2K ﹤0.01%
1,588
-80
1879
$85.2K ﹤0.01%
4,422
1880
$85.1K ﹤0.01%
2,482
-1,309
1881
$85K ﹤0.01%
3,710
1882
$85K ﹤0.01%
+691
1883
$84.9K ﹤0.01%
696
-85
1884
$84.8K ﹤0.01%
8,522
1885
$84.7K ﹤0.01%
660
-237
1886
$84K ﹤0.01%
436
-1,464
1887
$84K ﹤0.01%
708
-5
1888
$83.8K ﹤0.01%
5,326
+3,295
1889
$83.6K ﹤0.01%
881
1890
$83.5K ﹤0.01%
2,292
-113
1891
$82.4K ﹤0.01%
2,482
+26
1892
$82.3K ﹤0.01%
3,620
-1,441
1893
$82.1K ﹤0.01%
299
-132
1894
$82K ﹤0.01%
649
-347
1895
$82K ﹤0.01%
1,840
-817
1896
$81.7K ﹤0.01%
6,809
1897
$81.7K ﹤0.01%
323
+20
1898
$81.6K ﹤0.01%
1,893
+16
1899
$80.7K ﹤0.01%
+3,453
1900
$80.5K ﹤0.01%
1,085
-106
74 75
76
77 78