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
2326
$24.8K ﹤0.01%
4,209
-394
2327
$24.8K ﹤0.01%
549
+25
2328
$24.8K ﹤0.01%
+1,023
2329
$24.8K ﹤0.01%
1,649
+10
2330
$24.6K ﹤0.01%
8,558
+2,996
2331
$24.6K ﹤0.01%
10,200
2332
$24.5K ﹤0.01%
500
-80
2333
$24.4K ﹤0.01%
273
+16
2334
$24.2K ﹤0.01%
1,020
2335
$24.2K ﹤0.01%
327
-75
2336
$24.1K ﹤0.01%
301
-41
2337
$24K ﹤0.01%
3,065
-573
2338
$24K ﹤0.01%
254
+18
2339
$23.9K ﹤0.01%
124
+99
2340
$23.9K ﹤0.01%
822
2341
$23.8K ﹤0.01%
607
+67
2342
$23.8K ﹤0.01%
1,704
-1,616
2343
$23.8K ﹤0.01%
2,406
-586
2344
$23.7K ﹤0.01%
1,150
-50
2345
$23.7K ﹤0.01%
607
+578
2346
$23.4K ﹤0.01%
800
2347
$23.4K ﹤0.01%
629
+17
2348
$23.4K ﹤0.01%
+330
2349
$23.3K ﹤0.01%
1,500
2350
$23.1K ﹤0.01%
838
+750
92 93
94
95 96