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
2101
$47K ﹤0.01%
1,278
-243
2102
$46.8K ﹤0.01%
502
+20
2103
$46.7K ﹤0.01%
1,127
-673
2104
$46.6K ﹤0.01%
9,910
+4,821
2105
$46.5K ﹤0.01%
115
-12
2106
$46.4K ﹤0.01%
4,609
-149
2107
$46.3K ﹤0.01%
4,513
2108
$45.6K ﹤0.01%
+897
2109
$45.3K ﹤0.01%
2,845
2110
$45.3K ﹤0.01%
4,330
+110
2111
$45.2K ﹤0.01%
3,782
+738
2112
$44.9K ﹤0.01%
330
2113
$44.8K ﹤0.01%
+903
2114
$44.7K ﹤0.01%
5,120
-3,650
2115
$44.6K ﹤0.01%
166
+164
2116
$44.6K ﹤0.01%
1,513
2117
$44.4K ﹤0.01%
853
-354
2118
$44.3K ﹤0.01%
1,013
+15
2119
$44.3K ﹤0.01%
+1,866
2120
$44.1K ﹤0.01%
804
+224
2121
$44K ﹤0.01%
471
+31
2122
$43.9K ﹤0.01%
657
+103
2123
$43.8K ﹤0.01%
7,350
-35,083
2124
$43.7K ﹤0.01%
300
+52
2125
$43.6K ﹤0.01%
+3,138
83 84
85
86 87