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
251
$4.25M 0.02%
43,624
+603
252
$4.25M 0.02%
27,725
+2,093
253
$4.25M 0.02%
44,873
+44,148
254
$4.22M 0.02%
22,208
+19,826
255
$4.14M 0.02%
119,395
+115,285
256
$4.11M 0.02%
113,405
-18,816
257
$4.07M 0.02%
19,988
+1,464
258
$3.97M 0.02%
78,665
-340,650
259
$3.88M 0.02%
285,330
-55,410
260
$3.85M 0.02%
84,153
-5,491
261
$3.84M 0.02%
87,316
-47,305
262
$3.84M 0.02%
36,691
-3,243
263
$3.83M 0.02%
59,495
-12,781
264
$3.8M 0.02%
45,907
+37,255
265
$3.72M 0.02%
73,379
-4,532
266
$3.7M 0.02%
128,958
-32,838
267
$3.65M 0.02%
51,126
+6,549
268
$3.64M 0.02%
31,986
+607
269
$3.63M 0.02%
79,680
+498
270
$3.61M 0.02%
42,914
-6,575
271
$3.52M 0.02%
1,054,200
+165,040
272
$3.52M 0.02%
310,866
+12,033
273
$3.51M 0.02%
75,365
-9,557
274
$3.47M 0.02%
69,851
+1,314
275
$3.47M 0.02%
60,452
+55,358