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
2801
$0 ﹤0.01%
33
2802
-74
2803
-4,661
2804
-500
2805
-189
2806
-154
2807
-300
2808
-11
2809
-1,650
2810
-671
2811
-80
2812
-26
2813
-206
2814
-50
2815
-153
2816
-337
2817
-305