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
2451
$15.8K ﹤0.01%
+792
2452
$15.8K ﹤0.01%
+461
2453
$15.8K ﹤0.01%
819
-30
2454
$15.7K ﹤0.01%
185
-205
2455
$15.7K ﹤0.01%
231
-12
2456
$15.6K ﹤0.01%
360
2457
$15.6K ﹤0.01%
+1,050
2458
$15.6K ﹤0.01%
160
-6
2459
$15.4K ﹤0.01%
+906
2460
$15.3K ﹤0.01%
340
2461
$15.2K ﹤0.01%
1,064
2462
$15K ﹤0.01%
252
+5
2463
$15K ﹤0.01%
347
+21
2464
$15K ﹤0.01%
4,500
2465
$15K ﹤0.01%
+766
2466
$14.9K ﹤0.01%
174
2467
$14.9K ﹤0.01%
7,844
2468
$14.9K ﹤0.01%
+1,043
2469
$14.8K ﹤0.01%
285
2470
$14.8K ﹤0.01%
1,429
+1,006
2471
$14.8K ﹤0.01%
2,322
2472
$14.8K ﹤0.01%
+75
2473
$14.7K ﹤0.01%
408
+39
2474
$14.6K ﹤0.01%
4,262
2475
$14.6K ﹤0.01%
+737
97 98
99
100 101