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
1926
$73.9K ﹤0.01%
1,226
+6
1927
$73.8K ﹤0.01%
865
+363
1928
$73.6K ﹤0.01%
310
-30
1929
$73.4K ﹤0.01%
1,143
-712
1930
$73.4K ﹤0.01%
397
+17
1931
$73.4K ﹤0.01%
4,109
-47
1932
$73.2K ﹤0.01%
1,881
+1,309
1933
$72.6K ﹤0.01%
316
+56
1934
$72.5K ﹤0.01%
1,529
1935
$72.5K ﹤0.01%
6,617
1936
$72.2K ﹤0.01%
+1,100
1937
$72.1K ﹤0.01%
2,507
+21
1938
$71.8K ﹤0.01%
2,334
+430
1939
$71.3K ﹤0.01%
1,450
+176
1940
$71.2K ﹤0.01%
1,366
+1,305
1941
$71.1K ﹤0.01%
4,219
+1,443
1942
$71K ﹤0.01%
2,207
1943
$70.6K ﹤0.01%
2,144
+71
1944
$70.2K ﹤0.01%
588
+339
1945
$70K ﹤0.01%
1,860
+30
1946
$69.9K ﹤0.01%
+7,016
1947
$69.8K ﹤0.01%
1,142
-808
1948
$69.7K ﹤0.01%
1,376
-162
1949
$69.2K ﹤0.01%
787
+194
1950
$68.9K ﹤0.01%
+1,201
76 77
78
79 80