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
1951
$68.9K ﹤0.01%
4,151
+36
1952
$68.5K ﹤0.01%
1,830
-3,074
1953
$68.4K ﹤0.01%
1,060
+200
1954
$68.4K ﹤0.01%
+755
1955
$68.3K ﹤0.01%
1,773
-2,047
1956
$68.1K ﹤0.01%
1,757
+379
1957
$68K ﹤0.01%
561
-14
1958
$68K ﹤0.01%
802
1959
$67.6K ﹤0.01%
2,527
1960
$67.6K ﹤0.01%
603
+10
1961
$67.4K ﹤0.01%
386
-45
1962
$67.3K ﹤0.01%
9,775
+385
1963
$67.1K ﹤0.01%
3,280
+1,687
1964
$66.8K ﹤0.01%
56
-5
1965
$66.1K ﹤0.01%
4,392
+3,191
1966
$65.8K ﹤0.01%
2,340
+440
1967
$65.5K ﹤0.01%
4,504
+128
1968
$65.5K ﹤0.01%
882
-76
1969
$65.4K ﹤0.01%
2,159
-566
1970
$65.3K ﹤0.01%
278
+12
1971
$65.2K ﹤0.01%
900
1972
$65.1K ﹤0.01%
674
+15
1973
$64.8K ﹤0.01%
487
-78
1974
$64.7K ﹤0.01%
9,692
+321
1975
$64.6K ﹤0.01%
255
+25
77 78
79
80 81