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
2126
$43.6K ﹤0.01%
3,121
+285
2127
$43.5K ﹤0.01%
1,464
2128
$43.2K ﹤0.01%
1,160
2129
$43.1K ﹤0.01%
+714
2130
$43.1K ﹤0.01%
1,374
-5
2131
$43K ﹤0.01%
1,145
+752
2132
$42.9K ﹤0.01%
6,001
-29,542
2133
$42.8K ﹤0.01%
976
2134
$42.8K ﹤0.01%
1,077
-3,233
2135
$42.5K ﹤0.01%
582
+16
2136
$42.5K ﹤0.01%
1,962
2137
$42.4K ﹤0.01%
2,252
+105
2138
$42.4K ﹤0.01%
12,041
+414
2139
$42.4K ﹤0.01%
2,664
-6,868
2140
$42.4K ﹤0.01%
3,850
-1,507
2141
$42.3K ﹤0.01%
681
+23
2142
$42.3K ﹤0.01%
1,453
2143
$42.1K ﹤0.01%
+3,398
2144
$41.9K ﹤0.01%
1,039
+72
2145
$41.8K ﹤0.01%
3,349
+2,244
2146
$41.7K ﹤0.01%
829
-1,448
2147
$41.7K ﹤0.01%
6,143
-2,050
2148
$41.6K ﹤0.01%
490
2149
$41.6K ﹤0.01%
1,100
+100
2150
$41.6K ﹤0.01%
1,495
84 85
86
87 88