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
1151
$64K ﹤0.01%
7,243
+805
1152
$64K ﹤0.01%
1,012
-144
1153
$64K ﹤0.01%
6,075
+737
1154
$64K ﹤0.01%
2,549
+396
1155
$64K ﹤0.01%
1,001
+102
1156
$63K ﹤0.01%
1,319
1157
$63K ﹤0.01%
1,023
-24
1158
$63K ﹤0.01%
1,050
+702
1159
$63K ﹤0.01%
2,362
-656
1160
$63K ﹤0.01%
1,895
1161
$63K ﹤0.01%
3,604
1162
$62K ﹤0.01%
+4,490
1163
$62K ﹤0.01%
3,058
-93
1164
$62K ﹤0.01%
1,253
-4,291
1165
$61K ﹤0.01%
688
-40
1166
$61K ﹤0.01%
+14,542
1167
$61K ﹤0.01%
+2,669
1168
$61K ﹤0.01%
792
1169
$61K ﹤0.01%
5,584
+4,400
1170
$60K ﹤0.01%
2,167
1171
$60K ﹤0.01%
1,440
-1,840
1172
$60K ﹤0.01%
2,356
+368
1173
$60K ﹤0.01%
3,549
+25
1174
$60K ﹤0.01%
2,000
+700
1175
$60K ﹤0.01%
940
-335