We are live on ! Find out more
Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $162B
1-Year Est. Return 16.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.35%
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
3676
– –
-348
3677
– –
-105
3678
– –
-2
3679
– –
-15
3680
– –
-8,500
3681
– –
-342
3682
– –
-299
3683
– –
-100
3684
– –
-1,467
3685
– –
-5,968
3686
– –
-3
3687
– –
-125
3688
– –
-1,829
3689
– –
-2,203
3690
– –
-250
3691
– –
-3,692
3692
– –
-6
3693
– –
-20
3694
– –
-1,000
3695
– –
-50
3696
– –
-3,036
3697
– –
-595
3698
– –
-100
3699
– –
-10
3700
– –
-193
146 147
148
149 150