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
2051
$52.3K ﹤0.01%
1,448
+935
2052
$52.2K ﹤0.01%
1,034
+5
2053
$52.1K ﹤0.01%
4,935
+2,321
2054
$52K ﹤0.01%
1,239
+98
2055
$51.9K ﹤0.01%
1,909
-221
2056
$51.8K ﹤0.01%
20,983
+5,309
2057
$51.7K ﹤0.01%
346
-180
2058
$51.6K ﹤0.01%
6,224
-393
2059
$51.6K ﹤0.01%
2,145
+15
2060
$51.5K ﹤0.01%
495
-10
2061
$51.3K ﹤0.01%
+2,618
2062
$51.2K ﹤0.01%
1,557
+328
2063
$51.2K ﹤0.01%
+2,595
2064
$51.1K ﹤0.01%
5,000
2065
$51.1K ﹤0.01%
245
-55
2066
$50.8K ﹤0.01%
672
-114
2067
$50.8K ﹤0.01%
751
-188
2068
$50.7K ﹤0.01%
2,060
-10
2069
$50.3K ﹤0.01%
3,874
+50
2070
$50.2K ﹤0.01%
28
+13
2071
$50.2K ﹤0.01%
5,397
-2,775
2072
$50.2K ﹤0.01%
475
+413
2073
$50.2K ﹤0.01%
1,179
+691
2074
$49.7K ﹤0.01%
381
2075
$49.6K ﹤0.01%
11,174
81 82
83
84 85