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
851
$160K ﹤0.01%
11,988
-112
852
$159K ﹤0.01%
1,756
-839
853
$158K ﹤0.01%
9,440
854
$157K ﹤0.01%
13,812
+1,086
855
$157K ﹤0.01%
13,010
+4,114
856
$157K ﹤0.01%
1,947
-91
857
$156K ﹤0.01%
5,530
-1,478
858
$156K ﹤0.01%
898
+133
859
$155K ﹤0.01%
5,918
-485
860
$155K ﹤0.01%
16,329
+3,175
861
$155K ﹤0.01%
3,609
+808
862
$154K ﹤0.01%
7,531
+585
863
$154K ﹤0.01%
6,238
-1,538
864
$154K ﹤0.01%
638
-82
865
$152K ﹤0.01%
5,587
+350
866
$152K ﹤0.01%
721
-224
867
$150K ﹤0.01%
2,944
-8,805
868
$150K ﹤0.01%
2,623
+1,742
869
$150K ﹤0.01%
6,449
+54
870
$149K ﹤0.01%
10,127
+1,856
871
$148K ﹤0.01%
2,994
+64
872
$148K ﹤0.01%
8,088
+307
873
$148K ﹤0.01%
11,436
874
$146K ﹤0.01%
3,625
-1,871
875
$145K ﹤0.01%
3,440
-214
33 34
35
36 37