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
1176
$60K ﹤0.01%
6,660
+3,212
1177
$60K ﹤0.01%
1,500
1178
$59K ﹤0.01%
875
+49
1179
$59K ﹤0.01%
4,091
-3,433
1180
$59K ﹤0.01%
638
1181
$59K ﹤0.01%
797
-2,730
1182
$58K ﹤0.01%
4,639
-16,692
1183
$58K ﹤0.01%
1,016
-13
1184
$58K ﹤0.01%
2,527
-875
1185
$58K ﹤0.01%
2,700
1186
$58K ﹤0.01%
1,287
1187
$58K ﹤0.01%
316
1188
$58K ﹤0.01%
417
-60
1189
$58K ﹤0.01%
591
+35
1190
$58K ﹤0.01%
4,612
1191
$57K ﹤0.01%
2,880
+739
1192
$57K ﹤0.01%
444
+84
1193
$57K ﹤0.01%
1,060
-578
1194
$57K ﹤0.01%
2,040
+156
1195
$57K ﹤0.01%
2,382
+1,895
1196
$57K ﹤0.01%
1,417
1197
$57K ﹤0.01%
1,750
-60
1198
$57K ﹤0.01%
1,555
-56
1199
$56K ﹤0.01%
483
+135
1200
$56K ﹤0.01%
9,682
+782