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
401
$1.25M 0.01%
17,133
-200
402
$1.23M 0.01%
24,478
+7,247
403
$1.21M 0.01%
86,523
-1,967
404
$1.2M 0.01%
14,766
+2,223
405
$1.2M 0.01%
42,232
406
$1.2M 0.01%
1,426
+7
407
$1.19M 0.01%
30,133
+16,115
408
$1.19M 0.01%
25,873
-13,974
409
$1.17M 0.01%
40,387
+2,380
410
$1.17M 0.01%
8,928
+429
411
$1.17M 0.01%
39,112
-8
412
$1.17M 0.01%
46,676
+46,544
413
$1.16M 0.01%
33,581
+5,512
414
$1.16M 0.01%
96,309
+8,400
415
$1.15M 0.01%
28,965
-167
416
$1.14M 0.01%
7,125
-443
417
$1.14M 0.01%
119,434
-4,640
418
$1.12M 0.01%
16,977
-3,419
419
$1.12M 0.01%
23,626
-2,869
420
$1.11M 0.01%
9,656
-1,234
421
$1.11M 0.01%
30,777
-3,958
422
$1.11M 0.01%
17,000
+13,551
423
$1.1M 0.01%
6,800
-337
424
$1.09M 0.01%
91,832
-2,991
425
$1.09M 0.01%
11,634
-224
15 16
17
18 19