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
2076
$49.5K ﹤0.01%
+1,115
2077
$49.5K ﹤0.01%
232
-51
2078
$49.4K ﹤0.01%
2,562
+116
2079
$49.3K ﹤0.01%
535
+400
2080
$49.3K ﹤0.01%
4,746
2081
$49.1K ﹤0.01%
2,039
+467
2082
$49K ﹤0.01%
5,000
2083
$49K ﹤0.01%
1,834
+1,533
2084
$49K ﹤0.01%
2,000
2085
$48.9K ﹤0.01%
1,000
2086
$48.8K ﹤0.01%
6,133
+5,126
2087
$48.8K ﹤0.01%
133
+72
2088
$48.7K ﹤0.01%
1,768
-83
2089
$48.7K ﹤0.01%
1,796
-417
2090
$48.6K ﹤0.01%
1,156
-4
2091
$48.6K ﹤0.01%
1,824
-421
2092
$48.4K ﹤0.01%
+1,000
2093
$48.4K ﹤0.01%
4,448
2094
$48.1K ﹤0.01%
1,488
-8
2095
$48.1K ﹤0.01%
2,146
-152
2096
$47.9K ﹤0.01%
1,138
-699
2097
$47.7K ﹤0.01%
1,316
-200
2098
$47.5K ﹤0.01%
1,900
-720
2099
$47.4K ﹤0.01%
542
+200
2100
$47.3K ﹤0.01%
897
+97
82 83
84
85 86