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
3451
– –
0
3452
$5 ﹤0.01%
2
3453
$4 ﹤0.01%
+1
3454
– –
0
3455
$3 ﹤0.01%
1
3456
– –
0
3457
$3 ﹤0.01%
1
-1
3458
$2 ﹤0.01%
1
3459
$2 ﹤0.01%
1
3460
– –
0
3461
$2 ﹤0.01%
+10
3462
$1 ﹤0.01%
+1
3463
– –
0
3464
– –
0
3465
$1 ﹤0.01%
+20
3466
$1 ﹤0.01%
+2
3467
– –
-1,710
3468
– –
-250
3469
– –
0
3470
– –
-250
3471
– –
-144
3472
– –
-3
3473
– –
-3,109
3474
– –
-324
3475
– –
-6
137 138
139
140 141