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
2351
$23.1K ﹤0.01%
2,994
-15,715
2352
$22.9K ﹤0.01%
127
+28
2353
$22.9K ﹤0.01%
333
-1,217
2354
$22.8K ﹤0.01%
2,797
2355
$22.7K ﹤0.01%
852
-46
2356
$22.7K ﹤0.01%
900
2357
$22.7K ﹤0.01%
585
+1
2358
$22.7K ﹤0.01%
+1,440
2359
$22.7K ﹤0.01%
3,501
+3,451
2360
$22.6K ﹤0.01%
7,541
+4,308
2361
$22.6K ﹤0.01%
346
+9
2362
$22.6K ﹤0.01%
703
+677
2363
$22.6K ﹤0.01%
+1,413
2364
$22.6K ﹤0.01%
642
2365
$22.5K ﹤0.01%
106
-67
2366
$22.4K ﹤0.01%
+1,139
2367
$22.4K ﹤0.01%
809
2368
$22.2K ﹤0.01%
1,000
-263
2369
$22.1K ﹤0.01%
158
+9
2370
$22K ﹤0.01%
150
2371
$22K ﹤0.01%
+419
2372
$21.8K ﹤0.01%
984
2373
$21.7K ﹤0.01%
3,000
2374
$21.4K ﹤0.01%
770
+233
2375
$21.4K ﹤0.01%
752
-127
93 94
95
96 97