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
326
$2.37M 0.01%
14,969
+5,289
327
$2.37M 0.01%
15,089
-55,283
328
$2.33M 0.01%
63,460
-253
329
$2.28M 0.01%
30,525
+9
330
$2.25M 0.01%
42,378
+4,270
331
$2.2M 0.01%
157,134
+2,137
332
$2.19M 0.01%
238,486
+15,167
333
$2.18M 0.01%
18,684
+94
334
$2.17M 0.01%
46,287
-5,937
335
$2.12M 0.01%
41,695
-18,306
336
$2.12M 0.01%
15,878
-1,030
337
$2.08M 0.01%
176,484
+28,728
338
$2.07M 0.01%
35,071
+7,563
339
$2.05M 0.01%
11,768
-625
340
$2.04M 0.01%
111,595
+11,020
341
$2.01M 0.01%
41,085
+15,809
342
$1.97M 0.01%
21,385
-150
343
$1.96M 0.01%
12,261
-996
344
$1.96M 0.01%
21,438
+7,213
345
$1.93M 0.01%
17,341
+1,424
346
$1.92M 0.01%
124,800
-6,111
347
$1.9M 0.01%
53,693
+10,537
348
$1.9M 0.01%
84,656
+51,095
349
$1.84M 0.01%
78,544
+6,230
350
$1.83M 0.01%
24,468
+2,657