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
2226
$33.6K ﹤0.01%
2,533
-1,567
2227
$33.3K ﹤0.01%
3,100
+100
2228
$33.2K ﹤0.01%
2,436
2229
$33.2K ﹤0.01%
2,405
+475
2230
$33.2K ﹤0.01%
444
+58
2231
$33.1K ﹤0.01%
768
+7
2232
$33.1K ﹤0.01%
1,425
+750
2233
$33.1K ﹤0.01%
1,792
-2,040
2234
$32.9K ﹤0.01%
2,963
2235
$32.8K ﹤0.01%
4,133
+71
2236
$32.8K ﹤0.01%
1,639
+163
2237
$32.8K ﹤0.01%
625
2238
$32.7K ﹤0.01%
1,025
2239
$32.7K ﹤0.01%
+1,500
2240
$32.6K ﹤0.01%
+532
2241
$32.6K ﹤0.01%
445
2242
$32.4K ﹤0.01%
+3,135
2243
$32.4K ﹤0.01%
712
+1
2244
$32.4K ﹤0.01%
480
-61
2245
$32.4K ﹤0.01%
1,652
2246
$32.4K ﹤0.01%
684
+4
2247
$32.3K ﹤0.01%
+825
2248
$32.3K ﹤0.01%
2,217
+4
2249
$32.3K ﹤0.01%
515
-2,326
2250
$32.2K ﹤0.01%
530
+79
88 89
90
91 92