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
376
$1.56M 0.01%
49,269
+362
377
$1.56M 0.01%
18,775
+1,881
378
$1.55M 0.01%
54,125
-18,694
379
$1.5M 0.01%
10,176
-427
380
$1.49M 0.01%
49,331
+447
381
$1.47M 0.01%
57,324
+40,432
382
$1.46M 0.01%
16,859
+6,016
383
$1.45M 0.01%
110,608
-9,892
384
$1.44M 0.01%
16,780
+543
385
$1.44M 0.01%
64,860
+5,280
386
$1.42M 0.01%
8,465
-3,264
387
$1.41M 0.01%
114,883
+41,512
388
$1.39M 0.01%
17,426
+620
389
$1.39M 0.01%
47,398
+12,849
390
$1.38M 0.01%
16,456
-448
391
$1.38M 0.01%
8,781
-111
392
$1.36M 0.01%
14,747
-1,111
393
$1.35M 0.01%
26,472
+1,620
394
$1.32M 0.01%
21,684
+589
395
$1.3M 0.01%
224,595
+214,574
396
$1.29M 0.01%
23,988
+2,165
397
$1.28M 0.01%
31,345
+15,265
398
$1.28M 0.01%
15,041
+8,494
399
$1.27M 0.01%
15,661
-1,344
400
$1.26M 0.01%
23,462
+354
14 15
16
17 18