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
2176
$38.6K ﹤0.01%
611
+128
2177
$38.4K ﹤0.01%
4,517
2178
$38.3K ﹤0.01%
282
2179
$38.3K ﹤0.01%
3,218
-235
2180
$37.9K ﹤0.01%
309
+5
2181
$37.3K ﹤0.01%
580
+55
2182
$37.3K ﹤0.01%
801
-218
2183
$37K ﹤0.01%
2,313
-760
2184
$36.8K ﹤0.01%
2,697
-3,000
2185
$36.6K ﹤0.01%
1,579
2186
$36.6K ﹤0.01%
731
2187
$36.5K ﹤0.01%
3,000
+2,689
2188
$36.4K ﹤0.01%
9,440
-970
2189
$36.4K ﹤0.01%
1,163
-148
2190
$36.3K ﹤0.01%
+111
2191
$36.2K ﹤0.01%
2,747
-2,516
2192
$36.1K ﹤0.01%
3,715
+2,020
2193
$36K ﹤0.01%
275
+103
2194
$36K ﹤0.01%
424
-28
2195
$35.9K ﹤0.01%
250
-47
2196
$35.9K ﹤0.01%
4,296
-4,502
2197
$35.8K ﹤0.01%
+1,500
2198
$35.8K ﹤0.01%
3,577
-200
2199
$35.6K ﹤0.01%
+930
2200
$35.4K ﹤0.01%
818
-23
86 87
88
89 90