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
2151
$41.5K ﹤0.01%
2,284
+1,340
2152
$41.3K ﹤0.01%
126
-210
2153
$41.2K ﹤0.01%
3,922
2154
$41K ﹤0.01%
218
+31
2155
$40.9K ﹤0.01%
403
-34
2156
$40.6K ﹤0.01%
+1,252
2157
$40.5K ﹤0.01%
1,054
+54
2158
$40.5K ﹤0.01%
1,802
+234
2159
$40.4K ﹤0.01%
965
-185
2160
$40.4K ﹤0.01%
3,465
+57
2161
$40.3K ﹤0.01%
928
-287
2162
$40.2K ﹤0.01%
2,613
-431
2163
$39.5K ﹤0.01%
597
+5
2164
$39.5K ﹤0.01%
1,090
2165
$39.4K ﹤0.01%
384
+327
2166
$39.3K ﹤0.01%
5,301
-1,099
2167
$39.2K ﹤0.01%
3,144
+50
2168
$39.2K ﹤0.01%
200
2169
$39.2K ﹤0.01%
1,927
+42
2170
$39.1K ﹤0.01%
166
+43
2171
$39.1K ﹤0.01%
144
+24
2172
$39K ﹤0.01%
190
-29
2173
$38.8K ﹤0.01%
1,489
-640
2174
$38.8K ﹤0.01%
3,000
+176
2175
$38.6K ﹤0.01%
837
+143
85 86
87
88 89