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
1976
$64.5K ﹤0.01%
1,000
-102
1977
$64.4K ﹤0.01%
3,341
+91
1978
$64.4K ﹤0.01%
608
1979
$64.3K ﹤0.01%
110
+14
1980
$64.1K ﹤0.01%
6,871
1981
$64K ﹤0.01%
555
+300
1982
$63.5K ﹤0.01%
1,473
1983
$63.5K ﹤0.01%
144
+12
1984
$62.6K ﹤0.01%
1,335
+1,280
1985
$62.5K ﹤0.01%
258
+21
1986
$62.5K ﹤0.01%
2,946
+1,196
1987
$62.4K ﹤0.01%
600
-636
1988
$62.1K ﹤0.01%
3,550
+29
1989
$62K ﹤0.01%
1,244
1990
$61.9K ﹤0.01%
1,305
+268
1991
$61.8K ﹤0.01%
614
-1,070
1992
$61.6K ﹤0.01%
4,747
1993
$61.5K ﹤0.01%
1,500
1994
$61.5K ﹤0.01%
3,814
+3,136
1995
$61.3K ﹤0.01%
1,717
+101
1996
$61.3K ﹤0.01%
1,678
-1,419
1997
$61.2K ﹤0.01%
1,273
+221
1998
$61.1K ﹤0.01%
7,340
+135
1999
$60.9K ﹤0.01%
3,951
+62
2000
$60.8K ﹤0.01%
283
+251
78 79
80
81 82