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
$29.3B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$423M
2
+$171M
3
+$148M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$101M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$94.2M

Top Sells

1
+$49.5M
2
+$36.8M
3
+$21.5M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.5M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.6M

Sector Composition

1 Technology 2.28%
2 Financials 1.69%
3 Healthcare 1.32%
4 Consumer Discretionary 1.16%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
– –
-58
2552
– –
-200
2553
– –
-1,734
2554
– –
-200
2555
– –
-36
2556
– –
-251
2557
$0 ﹤0.01%
4
-4
2558
– –
-29
2559
$0 ﹤0.01%
+28
2560
$0 ﹤0.01%
35
2561
– –
-322
2562
$0 ﹤0.01%
+3
2563
– –
-260
2564
$0 ﹤0.01%
+2
2565
– –
-23
2566
– –
-19
2567
– –
-1
2568
– –
-200
2569
– –
-400
2570
– –
-3,500
2571
– –
-98
2572
– –
-1,000
2573
$0 ﹤0.01%
+4
2574
– –
-110
2575
– –
-939
101 102
103
104 105