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
551
$529K ﹤0.01%
5,639
+609
552
$528K ﹤0.01%
5,147
+54
553
$526K ﹤0.01%
7,655
-1,727
554
$524K ﹤0.01%
6,268
+105
555
$524K ﹤0.01%
13,761
-6,381
556
$523K ﹤0.01%
12,729
-1,926
557
$513K ﹤0.01%
12,008
+398
558
$513K ﹤0.01%
22,335
-270
559
$512K ﹤0.01%
12,424
+3,748
560
$506K ﹤0.01%
6,227
-715
561
$500K ﹤0.01%
6,110
+6,007
562
$497K ﹤0.01%
13,232
-1,640
563
$497K ﹤0.01%
12,700
-4,192
564
$496K ﹤0.01%
44,700
+16,336
565
$494K ﹤0.01%
11,352
+660
566
$494K ﹤0.01%
34,638
+78
567
$493K ﹤0.01%
12,379
+12,053
568
$489K ﹤0.01%
38,982
-17,243
569
$488K ﹤0.01%
20,177
+6,182
570
$488K ﹤0.01%
8,411
+2,933
571
$485K ﹤0.01%
13,650
+3,500
572
$476K ﹤0.01%
3,163
+2,230
573
$476K ﹤0.01%
33,174
+3,946
574
$475K ﹤0.01%
195
-20
575
$471K ﹤0.01%
16,702
-21,922
21 22
23
24 25