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 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
2601
-10
2602
-100
2603
$0 ﹤0.01%
+11
2604
-66
2605
-45
2606
$0 ﹤0.01%
100
2607
-169
2608
-325
2609
$0 ﹤0.01%
25
2610
$0 ﹤0.01%
+29
2611
-870
2612
-2
2613
-850
2614
-1,154
2615
$0 ﹤0.01%
+71
2616
-233
2617
-200
2618
-150
2619
$0 ﹤0.01%
+31
2620
$0 ﹤0.01%
1
-578
2621
-440
2622
$0 ﹤0.01%
10
-135
2623
-6
2624
-187
2625
$0 ﹤0.01%
300