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
926
$127K ﹤0.01%
7,459
-47
927
$126K ﹤0.01%
9,754
+558
928
$126K ﹤0.01%
3,956
+276
929
$126K ﹤0.01%
3,329
+1,745
930
$126K ﹤0.01%
4,862
+325
931
$126K ﹤0.01%
4,898
-192
932
$125K ﹤0.01%
1,928
-379
933
$125K ﹤0.01%
1,344
+518
934
$125K ﹤0.01%
11,776
+1,942
935
$124K ﹤0.01%
2,225
936
$123K ﹤0.01%
2,340
+204
937
$121K ﹤0.01%
5,762
-183
938
$121K ﹤0.01%
6,562
+1,000
939
$120K ﹤0.01%
9,831
-1,381
940
$120K ﹤0.01%
3,789
-4,328
941
$120K ﹤0.01%
1,759
+1,032
942
$120K ﹤0.01%
4,752
-1,050
943
$119K ﹤0.01%
1,562
-172
944
$119K ﹤0.01%
1,908
+22
945
$119K ﹤0.01%
11,000
+3,106
946
$118K ﹤0.01%
1,999
-8
947
$118K ﹤0.01%
737
+238
948
$117K ﹤0.01%
1,000
949
$117K ﹤0.01%
853
+59
950
$116K ﹤0.01%
4,000
36 37
38
39 40