Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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 +$63.8M
2 +$20.1M
3 +$18.2M
4
IOO icon
iShares Global 100 ETF
IOO
+$12.6M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.5M

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
2701
0
2702
-200
2703
-1,930
2704
-4,238
2705
$0 ﹤0.01%
+40
2706
-64
2707
-20
2708
-22
2709
-229
2710
-211
2711
-1,000
2712
-375
2713
-50
2714
$0 ﹤0.01%
+22
2715
-79
2716
-583
2717
-200
2718
-77
2719
-340
2720
-11
2721
-120
2722
-204
2723
-900
2724
-6,029
2725
-37