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
451
$887K ﹤0.01%
40,604
-6,531
452
$877K ﹤0.01%
13,216
-426
453
$863K ﹤0.01%
8,567
+842
454
$857K ﹤0.01%
32,085
+626
455
$854K ﹤0.01%
25,675
-906
456
$846K ﹤0.01%
84,654
+3,498
457
$834K ﹤0.01%
4,434
+437
458
$826K ﹤0.01%
2,886
+142
459
$825K ﹤0.01%
73,582
-12,841
460
$820K ﹤0.01%
18,451
+18,303
461
$819K ﹤0.01%
28,895
+672
462
$811K ﹤0.01%
13,844
-7,260
463
$809K ﹤0.01%
27,156
-537
464
$806K ﹤0.01%
61,053
+52,596
465
$804K ﹤0.01%
27,114
-6,427
466
$801K ﹤0.01%
9,985
+4,823
467
$801K ﹤0.01%
29,461
-1,591
468
$797K ﹤0.01%
18,512
-7,945
469
$797K ﹤0.01%
28,623
-27,018
470
$796K ﹤0.01%
65,663
-13,072
471
$785K ﹤0.01%
91,120
+43,520
472
$779K ﹤0.01%
48,348
+3,121
473
$779K ﹤0.01%
6,709
+247
474
$778K ﹤0.01%
7,262
+889
475
$776K ﹤0.01%
12,656
-2,569