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
251
$5.7M 0.02%
295,143
+51,333
252
$5.58M 0.02%
246,045
-8,607
253
$5.55M 0.02%
348,065
-29,207
254
$5.55M 0.02%
80,758
-785
255
$5.54M 0.02%
46,014
+16,541
256
$5.53M 0.02%
95,102
-182,965
257
$5.48M 0.02%
42,634
+4,061
258
$5.4M 0.02%
284,028
-1,312
259
$5.37M 0.02%
88,664
-6,748
260
$5.31M 0.02%
17,579
-210
261
$5.21M 0.02%
361,988
+17,820
262
$5.18M 0.02%
79,831
-50,669
263
$5.18M 0.02%
160,358
+13,016
264
$5.15M 0.02%
85,510
-4,375
265
$5.13M 0.02%
44,889
+2,029
266
$5.01M 0.02%
90,062
-8,189
267
$4.97M 0.02%
120,613
+9,394
268
$4.93M 0.02%
27,464
+1,772
269
$4.91M 0.02%
42,447
+6,299
270
$4.88M 0.02%
70,101
-5,303
271
$4.87M 0.02%
31,675
+9,765
272
$4.75M 0.02%
14
-2
273
$4.73M 0.02%
455,702
+4,708
274
$4.63M 0.02%
25,867
+19
275
$4.53M 0.02%
76,532
-3,855
9 10
11
12 13