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
3776
– –
-20
3777
– –
-706
3778
– –
-202
3779
– –
-10
3780
– –
-592
3781
– –
-336
3782
– –
-10
3783
– –
-62
3784
– –
-117
3785
– –
-153
3786
– –
-39
3787
– –
-40
3788
– –
-200
3789
– –
-32
3790
– –
-925
3791
– –
-5
3792
– –
-26
3793
– –
-204
3794
– –
-8
3795
– –
-3,792
3796
– –
-100
3797
– –
-152
3798
– –
-1,500
3799
– –
-1,703
3800
– –
-834
149 150 151
152
153