Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $150B
1-Year Est. Return 11.44%
This Quarter Est. Return
1 Year Est. Return
+11.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,825
New
Increased
Reduced
Closed

Top Buys

1
+$491M
2
+$195M
3
+$180M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$168M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107M

Top Sells

1
+$64M
2
+$19.6M
3
+$17.2M
4
IOO icon
iShares Global 100 ETF
IOO
+$11.8M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$10.7M

Sector Composition

1 Technology 2.12%
2 Financials 1.77%
3 Healthcare 1.71%
4 Consumer Discretionary 1.32%
5 Industrials 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5.51M 0.03%
265,941
+24,996
227
$5.45M 0.03%
+376,021
228
$5.42M 0.03%
60,589
-176
229
$5.39M 0.03%
109,421
+103,710
230
$5.24M 0.03%
39,949
+36,365
231
$5.21M 0.03%
23,026
+1,596
232
$5.21M 0.03%
157,665
+156,365
233
$5.2M 0.03%
209,556
+75,578
234
$5.18M 0.03%
32,724
+13,936
235
$5.16M 0.03%
30,918
+24,090
236
$5.13M 0.03%
338,024
+187,064
237
$5.08M 0.03%
81,282
-1,322
238
$5.04M 0.03%
122,015
+18,877
239
$4.91M 0.02%
90,972
+87,986
240
$4.89M 0.02%
74,622
-111,097
241
$4.87M 0.02%
18,525
+1,258
242
$4.86M 0.02%
40,022
+38,396
243
$4.83M 0.02%
261,668
+121,051
244
$4.8M 0.02%
143,424
+4,591
245
$4.67M 0.02%
122,120
+68,732
246
$4.57M 0.02%
189,087
+8,649
247
$4.5M 0.02%
67,436
-7,289
248
$4.41M 0.02%
230,847
+131,826
249
$4.32M 0.02%
74,911
+27,569
250
$4.28M 0.02%
14
+1
8 9
10
11 12