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
2251
$32.2K ﹤0.01%
474
2252
$32K ﹤0.01%
736
2253
$32K ﹤0.01%
103
2254
$32K ﹤0.01%
401
+50
2255
$31.9K ﹤0.01%
2,899
+1,505
2256
$31.8K ﹤0.01%
173
-19
2257
$31.8K ﹤0.01%
205
-8
2258
$31.7K ﹤0.01%
2,749
2259
$31.4K ﹤0.01%
+944
2260
$31.4K ﹤0.01%
1,250
2261
$31.3K ﹤0.01%
475
2262
$31.3K ﹤0.01%
1,223
-76
2263
$31K ﹤0.01%
+20,000
2264
$31K ﹤0.01%
442
+60
2265
$30.9K ﹤0.01%
1,431
+1,358
2266
$30.8K ﹤0.01%
126
+38
2267
$30.8K ﹤0.01%
12,731
+1,783
2268
$30.4K ﹤0.01%
566
-832
2269
$30.4K ﹤0.01%
4,413
+200
2270
$30.1K ﹤0.01%
2,073
2271
$30K ﹤0.01%
1,762
2272
$29.8K ﹤0.01%
+1,199
2273
$29.7K ﹤0.01%
940
-174
2274
$29.7K ﹤0.01%
340
+33
2275
$29.6K ﹤0.01%
+9,250
89 90
91
92 93