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
1201
$56K ﹤0.01%
1,737
-232
1202
$56K ﹤0.01%
478
+219
1203
$56K ﹤0.01%
2,888
+876
1204
$56K ﹤0.01%
4,286
-124
1205
$56K ﹤0.01%
1,227
-72
1206
$56K ﹤0.01%
1,714
-244
1207
$56K ﹤0.01%
+706
1208
$55K ﹤0.01%
1,870
+245
1209
$55K ﹤0.01%
480
-26
1210
$55K ﹤0.01%
1,850
-210
1211
$55K ﹤0.01%
1,953
1212
$55K ﹤0.01%
2,126
+147
1213
$55K ﹤0.01%
878
-2,847
1214
$55K ﹤0.01%
2,200
1215
$55K ﹤0.01%
1,200
1216
$55K ﹤0.01%
1,704
+804
1217
$54K ﹤0.01%
780
+222
1218
$54K ﹤0.01%
1,494
+174
1219
$54K ﹤0.01%
2,642
-422
1220
$54K ﹤0.01%
2,056
+1,906
1221
$54K ﹤0.01%
1,118
+854
1222
$54K ﹤0.01%
350
-100
1223
$53K ﹤0.01%
1,628
+28
1224
$53K ﹤0.01%
1,358
+696
1225
$53K ﹤0.01%
1,107