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
2276
$29.3K ﹤0.01%
3,105
+3,035
2277
$29.1K ﹤0.01%
2,780
2278
$28.8K ﹤0.01%
815
+650
2279
$28.8K ﹤0.01%
1,500
+1,100
2280
$28.8K ﹤0.01%
+1,169
2281
$28.6K ﹤0.01%
980
+896
2282
$28.4K ﹤0.01%
+826
2283
$28.3K ﹤0.01%
715
+471
2284
$28K ﹤0.01%
1,352
2285
$28K ﹤0.01%
1,237
2286
$28K ﹤0.01%
1,400
+975
2287
$27.9K ﹤0.01%
2,335
+292
2288
$27.9K ﹤0.01%
1,880
2289
$27.8K ﹤0.01%
392
-35
2290
$27.3K ﹤0.01%
+875
2291
$27.3K ﹤0.01%
2,685
2292
$27.2K ﹤0.01%
1,251
-1,521
2293
$27.2K ﹤0.01%
2,120
+2,077
2294
$27K ﹤0.01%
982
-234
2295
$27K ﹤0.01%
1,194
2296
$27K ﹤0.01%
2,609
+409
2297
$26.9K ﹤0.01%
4,045
2298
$26.7K ﹤0.01%
+2,121
2299
$26.6K ﹤0.01%
389
-85
2300
$26.6K ﹤0.01%
2,367
-585
90 91
92
93 94