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
501
$653K ﹤0.01%
63,602
-1,036
502
$648K ﹤0.01%
48,124
+37,804
503
$646K ﹤0.01%
12,518
+5,525
504
$643K ﹤0.01%
82,763
+2,913
505
$642K ﹤0.01%
24,300
+20,293
506
$641K ﹤0.01%
50,388
-3,627
507
$635K ﹤0.01%
8,039
+353
508
$628K ﹤0.01%
16,461
+8,960
509
$627K ﹤0.01%
9,156
-255
510
$623K ﹤0.01%
7,144
-1,373
511
$622K ﹤0.01%
5,629
-1,476
512
$619K ﹤0.01%
8,087
+769
513
$619K ﹤0.01%
11,870
+740
514
$617K ﹤0.01%
1,651
+202
515
$616K ﹤0.01%
8,896
-739
516
$606K ﹤0.01%
18,901
+17,826
517
$604K ﹤0.01%
19,236
+576
518
$603K ﹤0.01%
11,341
+3,443
519
$602K ﹤0.01%
20,936
+18,003
520
$595K ﹤0.01%
7,143
+106
521
$595K ﹤0.01%
11,355
-4,292
522
$594K ﹤0.01%
20,026
523
$593K ﹤0.01%
10,400
-7,924
524
$591K ﹤0.01%
30,673
+4,327
525
$590K ﹤0.01%
13,724
-1,000
19 20
21
22 23