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
3601
– –
-392
3602
– –
-26
3603
– –
-5,784
3604
– –
-13
3605
– –
-16,750
3606
– –
-300
3607
– –
-164
3608
– –
-80
3609
– –
-100
3610
– –
-900
3611
– –
-14,081
3612
– –
-4
3613
– –
-141
3614
– –
-44
3615
– –
-4,080
3616
– –
-855
3617
– –
-1,110
3618
– –
-883
3619
– –
-150
3620
– –
-60
3621
– –
-100
3622
– –
-868
3623
– –
-270
3624
– –
-95
3625
– –
-1
143 144
145
146 147