Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$495M
2
+$259M
3
+$221M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$214M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$207M

Top Sells

1
+$106M
2
+$69.3M
3
+$43.6M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$40.4M
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
2851
$3.66K ﹤0.01%
+504
2852
$3.66K ﹤0.01%
136
-105
2853
$3.65K ﹤0.01%
58
2854
$3.65K ﹤0.01%
+202
2855
$3.63K ﹤0.01%
135
-818
2856
$3.62K ﹤0.01%
263
2857
$3.61K ﹤0.01%
126
+56
2858
$3.58K ﹤0.01%
227
2859
$3.58K ﹤0.01%
288
2860
$3.58K ﹤0.01%
129
+29
2861
$3.55K ﹤0.01%
74
+5
2862
$3.54K ﹤0.01%
200
-28
2863
$3.53K ﹤0.01%
70
2864
$3.52K ﹤0.01%
50
2865
$3.52K ﹤0.01%
60
-50
2866
$3.51K ﹤0.01%
+53
2867
$3.5K ﹤0.01%
176
2868
$3.49K ﹤0.01%
56
-642
2869
$3.48K ﹤0.01%
100
2870
$3.48K ﹤0.01%
21
-14
2871
$3.48K ﹤0.01%
+144
2872
$3.46K ﹤0.01%
361
-4,709
2873
$3.46K ﹤0.01%
368
+352
2874
$3.46K ﹤0.01%
116
-33
2875
$3.45K ﹤0.01%
450
113 114
115
116 117