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
1026
$93K ﹤0.01%
29,670
1027
$93K ﹤0.01%
609
-276
1028
$92K ﹤0.01%
2,250
-2,878
1029
$92K ﹤0.01%
2,954
-2,413
1030
$92K ﹤0.01%
2,000
-33
1031
$92K ﹤0.01%
3,302
+2,202
1032
$92K ﹤0.01%
1,450
+326
1033
$91K ﹤0.01%
2,239
+145
1034
$91K ﹤0.01%
2,752
-140
1035
$90K ﹤0.01%
3,306
+159
1036
$89K ﹤0.01%
6,931
+3,537
1037
$89K ﹤0.01%
1,841
+654
1038
$89K ﹤0.01%
2,048
+64
1039
$89K ﹤0.01%
3,136
-1,877
1040
$88K ﹤0.01%
2,109
1041
$88K ﹤0.01%
1,430
-150
1042
$88K ﹤0.01%
258
-78
1043
$88K ﹤0.01%
2,616
+1,008
1044
$87K ﹤0.01%
1,701
-248
1045
$87K ﹤0.01%
2,905
-13
1046
$86K ﹤0.01%
2,483
-234
1047
$86K ﹤0.01%
3,117
+2,225
1048
$86K ﹤0.01%
4,139
+1,953
1049
$85K ﹤0.01%
4,188
+176
1050
$84K ﹤0.01%
1,337
-270