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
51
$46.5M 0.23%
476,632
+7,290
52
$44.5M 0.22%
2,784,696
+1,629,954
53
$42.8M 0.21%
700,837
+2,753
54
$42.6M 0.21%
495,329
+148,101
55
$42.3M 0.21%
444,016
+29,803
56
$40.4M 0.2%
1,448,474
+151,468
57
$40.3M 0.2%
722,057
+390,107
58
$40M 0.2%
171,529
+37,537
59
$38.8M 0.19%
463,629
+271,320
60
$38.5M 0.19%
127,101
+13,902
61
$36.9M 0.18%
562,950
+426,424
62
$36.5M 0.18%
396,676
+6,226
63
$34.5M 0.17%
3,462,774
+1,118,124
64
$34.2M 0.17%
311,933
+4,494
65
$33.3M 0.17%
681,995
+536,566
66
$33.1M 0.17%
175,503
-10,746
67
$32.8M 0.16%
297,120
+7,534
68
$32.4M 0.16%
468,212
+133,956
69
$32.2M 0.16%
295,544
+31,722
70
$32.1M 0.16%
317,208
+63,159
71
$31.5M 0.16%
240,436
-25,327
72
$31.2M 0.16%
939,909
+156,774
73
$30.6M 0.15%
783,071
+54,516
74
$30M 0.15%
708,313
-277,508
75
$28.6M 0.14%
88,739
+18,954
1 2
3
4 5