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
276
$3.42M 0.02%
223,203
+25,748
277
$3.4M 0.02%
105,788
-2,647
278
$3.38M 0.02%
67,717
+49,185
279
$3.35M 0.02%
25,080
+363
280
$3.32M 0.02%
39,301
-7,242
281
$3.29M 0.02%
13,400
+2,040
282
$3.28M 0.02%
58,666
+12,876
283
$3.23M 0.02%
41,858
+29,184
284
$3.19M 0.02%
165,694
+157,016
285
$3.14M 0.02%
101,077
+15,349
286
$3.13M 0.02%
49,720
+48,784
287
$3.11M 0.02%
29,289
+2,336
288
$3.09M 0.02%
152,325
+51,000
289
$3.09M 0.02%
44,519
+899
290
$3.04M 0.02%
299,306
-4,116
291
$2.97M 0.01%
44,148
+2,360
292
$2.96M 0.01%
40,807
-1,831
293
$2.96M 0.01%
30,666
+8,199
294
$2.93M 0.01%
55,254
-6,540
295
$2.88M 0.01%
44,941
-6,309
296
$2.88M 0.01%
22,702
-553
297
$2.86M 0.01%
255,904
+26,406
298
$2.85M 0.01%
43,287
+2,060
299
$2.83M 0.01%
66,498
+31,934
300
$2.79M 0.01%
40,669
-881