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 Buys

1
+$491M
2
+$195M
3
+$180M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$168M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107M

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
301
$2.72M 0.01%
39,792
-12,672
302
$2.67M 0.01%
66,837
+2,475
303
$2.67M 0.01%
61,380
+1,660
304
$2.65M 0.01%
90,409
+69,886
305
$2.63M 0.01%
21,636
-1,012
306
$2.63M 0.01%
44,125
-4,009
307
$2.62M 0.01%
21,380
-1,091
308
$2.61M 0.01%
33,520
+3,297
309
$2.57M 0.01%
164,211
+41,817
310
$2.57M 0.01%
49,182
-1,344
311
$2.56M 0.01%
21,395
-1,332
312
$2.52M 0.01%
34,305
-1,928
313
$2.49M 0.01%
42,694
+7,504
314
$2.47M 0.01%
63,516
+6,652
315
$2.46M 0.01%
49,881
-5,896
316
$2.44M 0.01%
50,473
+24,073
317
$2.44M 0.01%
+94,396
318
$2.43M 0.01%
75,721
+56,191
319
$2.41M 0.01%
98,099
-1,915
320
$2.41M 0.01%
180,254
+2,931
321
$2.4M 0.01%
18,304
-259
322
$2.4M 0.01%
75,825
+18,580
323
$2.39M 0.01%
251,213
-5,882
324
$2.39M 0.01%
101,652
+57,382
325
$2.39M 0.01%
7,352
+881
11 12
13
14 15