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
76
$28.5M 0.14%
165,725
-10,525
77
$28.3M 0.14%
113,498
+3,236
78
$27.9M 0.14%
1,848,891
+1,848,568
79
$27.8M 0.14%
381,775
+65,773
80
$27.6M 0.14%
339,334
+312,061
81
$26.4M 0.13%
231,445
-39,824
82
$25.3M 0.13%
528,172
+107,170
83
$25.1M 0.13%
540,404
+96,476
84
$24.1M 0.12%
174,122
+21,481
85
$23.9M 0.12%
178,796
+45,480
86
$23.8M 0.12%
783,153
+389,976
87
$23.7M 0.12%
550,102
88
$23.5M 0.12%
177,765
+12,479
89
$22.7M 0.11%
116,409
+1,383
90
$22.4M 0.11%
185,143
+29,345
91
$21.7M 0.11%
122,347
-3,453
92
$21.4M 0.11%
345,541
+6,226
93
$21.4M 0.11%
151,820
-860
94
$21.3M 0.11%
177,990
+7,642
95
$20.9M 0.1%
459,104
+435,250
96
$20.9M 0.1%
503,709
+3,583
97
$20.5M 0.1%
602,393
+103,381
98
$20.5M 0.1%
583,715
-98,519
99
$20.1M 0.1%
170,469
+169,673
100
$20.1M 0.1%
151,939
-6,573