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
801
$197K ﹤0.01%
4,747
-5,587
802
$196K ﹤0.01%
8,686
-4,575
803
$196K ﹤0.01%
19,190
+2,427
804
$194K ﹤0.01%
2,156
-6,011
805
$192K ﹤0.01%
4,500
806
$192K ﹤0.01%
4,970
+1,820
807
$192K ﹤0.01%
4,192
-1,310
808
$191K ﹤0.01%
7,178
+4,317
809
$190K ﹤0.01%
12,522
810
$190K ﹤0.01%
1,065
+136
811
$189K ﹤0.01%
5,068
+152
812
$187K ﹤0.01%
2,747
+22
813
$187K ﹤0.01%
7,592
+945
814
$186K ﹤0.01%
4,480
+129
815
$183K ﹤0.01%
3,772
+322
816
$182K ﹤0.01%
14,060
+3,610
817
$180K ﹤0.01%
8,731
+1,187
818
$180K ﹤0.01%
1,886
-745
819
$179K ﹤0.01%
12,963
-1,835
820
$178K ﹤0.01%
2,822
821
$178K ﹤0.01%
1,378
+29
822
$178K ﹤0.01%
1,663
+46
823
$177K ﹤0.01%
501
+157
824
$177K ﹤0.01%
30,364
+7,527
825
$177K ﹤0.01%
6,280
+1,267
31 32
33
34 35