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 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
676
$319K ﹤0.01%
4,420
+388
677
$313K ﹤0.01%
19,736
+2
678
$313K ﹤0.01%
10,103
-96
679
$312K ﹤0.01%
3,002
-655
680
$312K ﹤0.01%
1,881
-60
681
$310K ﹤0.01%
27,707
+13,810
682
$309K ﹤0.01%
5,440
-2,591
683
$306K ﹤0.01%
22,647
-10,627
684
$306K ﹤0.01%
3,578
-2,534
685
$305K ﹤0.01%
15,448
+133
686
$305K ﹤0.01%
6,227
-51
687
$301K ﹤0.01%
5,208
-8,544
688
$300K ﹤0.01%
18,511
+1,086
689
$299K ﹤0.01%
21,096
+4,105
690
$298K ﹤0.01%
7,867
-5,200
691
$297K ﹤0.01%
13,621
-2,607
692
$297K ﹤0.01%
22,758
+2,319
693
$295K ﹤0.01%
19,094
-1,299
694
$295K ﹤0.01%
26,437
-2,152
695
$294K ﹤0.01%
5,901
-393
696
$293K ﹤0.01%
25,508
+23,208
697
$292K ﹤0.01%
2,500
+942
698
$291K ﹤0.01%
2,985
-239
699
$290K ﹤0.01%
56,673
+8,452
700
$285K ﹤0.01%
2,763
+1,671