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
2626
$0 ﹤0.01%
4
2627
$0 ﹤0.01%
1
-1
2628
– –
-819
2629
– –
-17
2630
– –
-1,000
2631
– –
-1,294
2632
– –
-1,250
2633
– –
-31
2634
$0 ﹤0.01%
27
2635
$0 ﹤0.01%
+33
2636
$0 ﹤0.01%
71
2637
– –
-34,418
2638
$0 ﹤0.01%
+14
2639
– –
-72
2640
– –
-1,670
2641
– –
-237
2642
– –
-74
2643
– –
-263
2644
– –
-41
2645
– –
-4,126
2646
– –
-100
2647
– –
-583
2648
– –
-200
2649
$0 ﹤0.01%
+9
2650
$0 ﹤0.01%
+37
104 105
106
107 108