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
601
$710K ﹤0.01%
18,884
+15,122
602
$707K ﹤0.01%
8,024
+214
603
$705K ﹤0.01%
39,684
+3,592
604
$701K ﹤0.01%
22,813
-2,065
605
$699K ﹤0.01%
20,392
+845
606
$695K ﹤0.01%
12,682
+8,386
607
$693K ﹤0.01%
4,958
-1,698
608
$691K ﹤0.01%
102,081
-84
609
$689K ﹤0.01%
61,544
-15,987
610
$688K ﹤0.01%
8,681
-650
611
$684K ﹤0.01%
22,663
+1,018
612
$682K ﹤0.01%
10,488
+4,164
613
$678K ﹤0.01%
12,394
+463
614
$678K ﹤0.01%
14,873
-299
615
$672K ﹤0.01%
8,596
-23,042
616
$668K ﹤0.01%
9,610
-1,094
617
$665K ﹤0.01%
10,712
-802
618
$665K ﹤0.01%
6,255
+110
619
$664K ﹤0.01%
4,283
+2,366
620
$662K ﹤0.01%
9,060
+521
621
$662K ﹤0.01%
+25,367
622
$657K ﹤0.01%
3,960
-27
623
$656K ﹤0.01%
13,071
-2,364
624
$655K ﹤0.01%
39,150
+4,100
625
$647K ﹤0.01%
12,701
-6,480
23 24
25
26 27