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
2301
$26.5K ﹤0.01%
3,025
+25
2302
$26.3K ﹤0.01%
238
-10
2303
$26.2K ﹤0.01%
1,281
+8
2304
$26.1K ﹤0.01%
3,364
+68
2305
$26.1K ﹤0.01%
+518
2306
$26.1K ﹤0.01%
2,206
2307
$25.8K ﹤0.01%
2,321
2308
$25.7K ﹤0.01%
1,741
+686
2309
$25.7K ﹤0.01%
+4,306
2310
$25.6K ﹤0.01%
+2,913
2311
$25.6K ﹤0.01%
310
+161
2312
$25.6K ﹤0.01%
+722
2313
$25.4K ﹤0.01%
2,528
+28
2314
$25.4K ﹤0.01%
+2,125
2315
$25.3K ﹤0.01%
330
2316
$25.3K ﹤0.01%
1,029
2317
$25.2K ﹤0.01%
2,923
+839
2318
$25.2K ﹤0.01%
164
+34
2319
$25.1K ﹤0.01%
404
+14
2320
$25K ﹤0.01%
476
-2,649
2321
$24.9K ﹤0.01%
2,000
2322
$24.9K ﹤0.01%
5,610
-5
2323
$24.9K ﹤0.01%
+840
2324
$24.9K ﹤0.01%
200
-98
2325
$24.9K ﹤0.01%
535
+2
91 92
93
94 95