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
2201
$35.4K ﹤0.01%
211
2202
$35.4K ﹤0.01%
1,772
+192
2203
$35.4K ﹤0.01%
931
+20
2204
$35.3K ﹤0.01%
+1,056
2205
$35.3K ﹤0.01%
418
+27
2206
$35.3K ﹤0.01%
600
2207
$35.3K ﹤0.01%
2,718
+1,326
2208
$35.3K ﹤0.01%
+632
2209
$35.2K ﹤0.01%
740
+139
2210
$35.2K ﹤0.01%
1,718
+730
2211
$35.1K ﹤0.01%
9,299
2212
$35K ﹤0.01%
660
+132
2213
$34.8K ﹤0.01%
3,142
+9
2214
$34.8K ﹤0.01%
1,581
2215
$34.8K ﹤0.01%
1,329
+154
2216
$34.8K ﹤0.01%
2,620
2217
$34.6K ﹤0.01%
+1,200
2218
$34.6K ﹤0.01%
460
2219
$34.5K ﹤0.01%
1,640
-47
2220
$34.2K ﹤0.01%
+1,287
2221
$34.1K ﹤0.01%
685
+85
2222
$34.1K ﹤0.01%
+1,022
2223
$34K ﹤0.01%
875
2224
$33.8K ﹤0.01%
+5,006
2225
$33.7K ﹤0.01%
647
-436
87 88
89
90 91