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
26
$99.6M 0.5%
2,070,780
-49,892
27
$97.2M 0.49%
2,581,716
-16,724
28
$95.4M 0.48%
974,422
-13,481
29
$93.9M 0.47%
698,813
+79,711
30
$90.5M 0.45%
1,204,900
+112,740
31
$84.2M 0.42%
733,257
+250,174
32
$83.7M 0.42%
824,284
+39,051
33
$83.1M 0.42%
407,121
+27,731
34
$76.5M 0.38%
584,065
+2,805
35
$75.4M 0.38%
844,572
+19,991
36
$73M 0.37%
745,782
+54,539
37
$70.5M 0.35%
1,467,768
+61,235
38
$65.2M 0.33%
1,364,792
+63,496
39
$65.1M 0.33%
1,199,637
+36,838
40
$64.2M 0.32%
502,922
+99,810
41
$62.7M 0.31%
1,209,990
-205,818
42
$62.3M 0.31%
561,086
+63,640
43
$61.4M 0.31%
1,281,348
+165,670
44
$60M 0.3%
1,752,704
-117,117
45
$59.9M 0.3%
1,146,860
+43,260
46
$58.6M 0.29%
453,951
-27,565
47
$58.3M 0.29%
362,830
+101,476
48
$53.6M 0.27%
406,385
+110,763
49
$52.3M 0.26%
1,121,100
+755,993
50
$48.6M 0.24%
211,524
+53,784