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
576
$471K ﹤0.01%
10,625
+8,902
577
$469K ﹤0.01%
22,892
-1,698
578
$468K ﹤0.01%
4,307
-504
579
$466K ﹤0.01%
4,146
-87
580
$466K ﹤0.01%
32,512
+603
581
$465K ﹤0.01%
25,055
-992
582
$462K ﹤0.01%
11,548
+7,752
583
$461K ﹤0.01%
3,702
-268
584
$457K ﹤0.01%
10,346
-969
585
$457K ﹤0.01%
22,476
+13,686
586
$456K ﹤0.01%
27,280
+1,185
587
$453K ﹤0.01%
6,894
+599
588
$452K ﹤0.01%
16,908
-275
589
$452K ﹤0.01%
31,325
+19,348
590
$451K ﹤0.01%
4,174
+52
591
$449K ﹤0.01%
9,554
-139
592
$447K ﹤0.01%
35,840
-7,779
593
$447K ﹤0.01%
43,308
-4,081
594
$446K ﹤0.01%
9,334
-1,703
595
$444K ﹤0.01%
9,567
-1,095
596
$444K ﹤0.01%
2,641
+145
597
$444K ﹤0.01%
6,945
+6,500
598
$444K ﹤0.01%
34,822
599
$442K ﹤0.01%
5,999
+20
600
$435K ﹤0.01%
15,594
-2,865
22 23
24
25 26