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
1051
$84K ﹤0.01%
1,062
+58
1052
$84K ﹤0.01%
1,304
+272
1053
$84K ﹤0.01%
17,958
-3,514
1054
$84K ﹤0.01%
3,482
+372
1055
$84K ﹤0.01%
2,063
+128
1056
$83K ﹤0.01%
1,388
-214
1057
$83K ﹤0.01%
1,740
-232
1058
$82K ﹤0.01%
2,461
+1,430
1059
$82K ﹤0.01%
4,531
-219
1060
$82K ﹤0.01%
1,142
+642
1061
$81K ﹤0.01%
3,970
-11
1062
$81K ﹤0.01%
+2,037
1063
$81K ﹤0.01%
2,510
-630
1064
$81K ﹤0.01%
1,792
-67
1065
$81K ﹤0.01%
2,974
-72
1066
$81K ﹤0.01%
4,342
-3,512
1067
$80K ﹤0.01%
2,145
+669
1068
$80K ﹤0.01%
2,151
+333
1069
$80K ﹤0.01%
+6,528
1070
$80K ﹤0.01%
2,661
+1,000
1071
$79K ﹤0.01%
970
1072
$79K ﹤0.01%
1,730
-309
1073
$78K ﹤0.01%
2,841
+746
1074
$78K ﹤0.01%
1,943
+134
1075
$78K ﹤0.01%
1,899
-243