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
2426
$17.9K ﹤0.01%
1,837
-4,128
2427
$17.8K ﹤0.01%
+1,250
2428
$17.7K ﹤0.01%
6,420
+122
2429
$17.6K ﹤0.01%
+361
2430
$17.6K ﹤0.01%
259
2431
$17.6K ﹤0.01%
+7,350
2432
$17.5K ﹤0.01%
264
-678
2433
$17.5K ﹤0.01%
2,870
+2,000
2434
$17.5K ﹤0.01%
+346
2435
$17.4K ﹤0.01%
467
+190
2436
$17.2K ﹤0.01%
157
2437
$17K ﹤0.01%
147
+1
2438
$17K ﹤0.01%
+409
2439
$16.8K ﹤0.01%
+823
2440
$16.7K ﹤0.01%
3,474
+76
2441
$16.7K ﹤0.01%
1,370
+1,096
2442
$16.5K ﹤0.01%
2,990
-3,990
2443
$16.4K ﹤0.01%
200
2444
$16.4K ﹤0.01%
500
-322
2445
$16.4K ﹤0.01%
64
2446
$16.3K ﹤0.01%
352
-12
2447
$16.3K ﹤0.01%
3,000
2448
$16.1K ﹤0.01%
272
2449
$16K ﹤0.01%
130
2450
$16K ﹤0.01%
263
96 97
98
99 100