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
2601
– –
-110
2602
$0 ﹤0.01%
+1
2603
– –
-300
2604
– –
-5
2605
– –
-4,709
2606
$0 ﹤0.01%
+23
2607
– –
-102
2608
– –
-29
2609
– –
-242
2610
– –
-12
2611
– –
-4
2612
– –
-33
2613
$0 ﹤0.01%
+2
2614
– –
-200
2615
$0 ﹤0.01%
+3
2616
– –
-9
2617
$0 ﹤0.01%
27
2618
$0 ﹤0.01%
58
-13
2619
– –
-213
2620
– –
-103
2621
– –
-60
2622
– –
-75
2623
$0 ﹤0.01%
+4
2624
– –
-778
2625
– –
-52
103 104
105
106 107