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
351
$1.82M 0.01%
50,390
+5,400
352
$1.82M 0.01%
20,438
+320
353
$1.81M 0.01%
27,454
+3,408
354
$1.8M 0.01%
41,623
+899
355
$1.79M 0.01%
91,810
+4,450
356
$1.77M 0.01%
22,776
+12,930
357
$1.77M 0.01%
12,153
+2,513
358
$1.76M 0.01%
53,368
+51,515
359
$1.76M 0.01%
21,717
+8,110
360
$1.76M 0.01%
29,054
+3,572
361
$1.74M 0.01%
69,001
+63,905
362
$1.73M 0.01%
26,521
-671
363
$1.72M 0.01%
176,317
+16,366
364
$1.72M 0.01%
24,696
-1,798
365
$1.72M 0.01%
72,444
+25,238
366
$1.71M 0.01%
16,675
+9,136
367
$1.7M 0.01%
38,096
+1,982
368
$1.7M 0.01%
13,172
-78
369
$1.64M 0.01%
54,452
+19,119
370
$1.62M 0.01%
18,788
+3,516
371
$1.61M 0.01%
50,255
+49,373
372
$1.6M 0.01%
80,752
-22,791
373
$1.59M 0.01%
46,469
+40,254
374
$1.58M 0.01%
6,461
+407
375
$1.57M 0.01%
204,878
-30,890