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
2376
$21.3K ﹤0.01%
803
2377
$21.1K ﹤0.01%
363
-180
2378
$21K ﹤0.01%
145
-7
2379
$21K ﹤0.01%
2,965
2380
$20.9K ﹤0.01%
406
-300
2381
$20.8K ﹤0.01%
1,268
+16
2382
$20.7K ﹤0.01%
700
2383
$20.7K ﹤0.01%
+1,000
2384
$20.6K ﹤0.01%
695
-1,595
2385
$20.6K ﹤0.01%
480
+40
2386
$20.5K ﹤0.01%
300
-2
2387
$20.5K ﹤0.01%
+364
2388
$20.5K ﹤0.01%
425
-131
2389
$20.4K ﹤0.01%
475
+247
2390
$20.4K ﹤0.01%
1,722
+1,422
2391
$20.3K ﹤0.01%
+7,676
2392
$20.3K ﹤0.01%
+1,533
2393
$20.1K ﹤0.01%
530
+16
2394
$20K ﹤0.01%
265
-906
2395
$20K ﹤0.01%
1,702
+1,102
2396
$20K ﹤0.01%
404
-151
2397
$20K ﹤0.01%
665
-130
2398
$20K ﹤0.01%
149
+11
2399
$19.8K ﹤0.01%
+154
2400
$19.7K ﹤0.01%
2,024
+33
94 95
96
97 98