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
526
$585K ﹤0.01%
26,657
+10,298
527
$585K ﹤0.01%
46,244
+40,083
528
$584K ﹤0.01%
24,924
-10,092
529
$583K ﹤0.01%
9,389
+9,313
530
$580K ﹤0.01%
9,206
-7,310
531
$573K ﹤0.01%
6,940
-148
532
$573K ﹤0.01%
5,601
-1,818
533
$571K ﹤0.01%
11,890
+1,082
534
$570K ﹤0.01%
6,560
+3,419
535
$570K ﹤0.01%
6,853
-616
536
$565K ﹤0.01%
39,526
537
$564K ﹤0.01%
12,636
+964
538
$553K ﹤0.01%
17,450
+9,380
539
$550K ﹤0.01%
9,006
+7,753
540
$550K ﹤0.01%
53,080
+52,415
541
$542K ﹤0.01%
12,833
-125
542
$542K ﹤0.01%
33,033
+4,299
543
$541K ﹤0.01%
24,738
+10,864
544
$540K ﹤0.01%
5,271
-1,127
545
$538K ﹤0.01%
4,952
-166
546
$536K ﹤0.01%
5,425
-213
547
$534K ﹤0.01%
17,784
-17,425
548
$532K ﹤0.01%
17,162
-24,409
549
$532K ﹤0.01%
20,954
+1,158
550
$530K ﹤0.01%
20,541
+5,946
20 21
22
23 24