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
$29.3B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$423M
2
+$171M
3
+$148M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$101M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$94.2M

Top Sells

1
+$49.5M
2
+$36.8M
3
+$21.5M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.5M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.6M

Sector Composition

1 Technology 2.28%
2 Financials 1.69%
3 Healthcare 1.32%
4 Consumer Discretionary 1.16%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$134M 0.46%
752,387
-12,978
27
$134M 0.46%
734,512
+26,873
28
$127M 0.43%
2,613,152
-27,140
29
$118M 0.4%
1,276,540
-44,860
30
$118M 0.4%
2,326,496
+64,472
31
$116M 0.39%
782,582
+23,316
32
$110M 0.37%
1,846,748
-1,236
33
$106M 0.36%
600,599
+8,915
34
$104M 0.35%
351,094
+27,264
35
$104M 0.35%
832,507
+42,164
36
$100M 0.34%
611,753
+27,865
37
$99M 0.34%
825,993
-73,031
38
$95.1M 0.32%
419,702
-17,257
39
$90M 0.31%
2,665,248
+636,495
40
$89.1M 0.3%
843,557
-9,214
41
$87M 0.3%
1,537,029
+167,522
42
$82.9M 0.28%
751,821
+1,313
43
$82.6M 0.28%
1,233,360
-82,840
44
$80M 0.27%
585,855
+46,092
45
$79.1M 0.27%
1,610,022
+54,747
46
$75M 0.26%
1,996,542
+11,937
47
$73.8M 0.25%
445,772
+10,496
48
$72.1M 0.25%
517,160
-11,377
49
$70.7M 0.24%
247,904
+21,050
50
$69.9M 0.24%
364,812
+7,526
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