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
1901
$80.5K ﹤0.01%
192
+20
1902
$80.4K ﹤0.01%
4,785
-535
1903
$80.1K ﹤0.01%
+3,433
1904
$79.8K ﹤0.01%
1,422
1905
$79.6K ﹤0.01%
+8,426
1906
$79.2K ﹤0.01%
2,493
+226
1907
$79K ﹤0.01%
2,873
+993
1908
$78.7K ﹤0.01%
4,411
+112
1909
$77.9K ﹤0.01%
+3,810
1910
$76.9K ﹤0.01%
1,426
+204
1911
$76.5K ﹤0.01%
5,650
+551
1912
$76.4K ﹤0.01%
590
-8
1913
$76.2K ﹤0.01%
1,717
1914
$75.8K ﹤0.01%
6,251
-365
1915
$75.8K ﹤0.01%
2,136
+54
1916
$75.3K ﹤0.01%
2,554
-78
1917
$75K ﹤0.01%
1,238
+40
1918
$75K ﹤0.01%
668
-220
1919
$74.9K ﹤0.01%
485
1920
$74.4K ﹤0.01%
1,878
-1,627
1921
$74.4K ﹤0.01%
622
+452
1922
$74.1K ﹤0.01%
3,780
+538
1923
$74.1K ﹤0.01%
12,085
-77
1924
$74K ﹤0.01%
1,029
-210
1925
$74K ﹤0.01%
943
+11
75 76
77
78 79