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
2401
$19.7K ﹤0.01%
75
+22
2402
$19.6K ﹤0.01%
631
2403
$19.5K ﹤0.01%
305
2404
$19.4K ﹤0.01%
535
+35
2405
$19.4K ﹤0.01%
474
+266
2406
$19.3K ﹤0.01%
157
-15
2407
$19.2K ﹤0.01%
+800
2408
$19.2K ﹤0.01%
+400
2409
$19.2K ﹤0.01%
526
+18
2410
$19.1K ﹤0.01%
2,007
-1,813
2411
$19K ﹤0.01%
250
-30
2412
$18.8K ﹤0.01%
188
-102
2413
$18.7K ﹤0.01%
396
+254
2414
$18.7K ﹤0.01%
862
+31
2415
$18.7K ﹤0.01%
1,625
2416
$18.4K ﹤0.01%
680
2417
$18.4K ﹤0.01%
1,631
-702
2418
$18.2K ﹤0.01%
920
-2,425
2419
$18.2K ﹤0.01%
300
2420
$18.2K ﹤0.01%
404
2421
$18.2K ﹤0.01%
282
+34
2422
$18.1K ﹤0.01%
+6,266
2423
$18K ﹤0.01%
1,629
-452
2424
$18K ﹤0.01%
631
+408
2425
$17.9K ﹤0.01%
217
-68
95 96
97
98 99