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 Buys

1
+$491M
2
+$195M
3
+$180M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$168M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$107M

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
101
$19.8M 0.1%
445,089
+399,563
102
$19.4M 0.1%
284,637
-38,981
103
$19.4M 0.1%
374,540
+19,520
104
$19M 0.1%
234,134
+13,592
105
$19M 0.09%
274,393
+66,009
106
$18.6M 0.09%
623,974
+623,656
107
$18.2M 0.09%
389,924
+93,058
108
$18.2M 0.09%
402,735
+207,354
109
$18.1M 0.09%
321,329
+3,078
110
$17.8M 0.09%
313,886
+64,186
111
$17.6M 0.09%
160,452
-6,724
112
$17.3M 0.09%
365,442
+363,905
113
$17.3M 0.09%
126,200
+14,127
114
$17.3M 0.09%
370,817
+34,974
115
$16.9M 0.08%
105,948
-1,669
116
$15.9M 0.08%
197,400
-93,984
117
$15.6M 0.08%
328,966
+64,749
118
$15.5M 0.08%
377,474
+330,195
119
$15.4M 0.08%
292,102
+64,503
120
$15.4M 0.08%
604,810
+11,040
121
$15.4M 0.08%
68,643
+11,747
122
$15.2M 0.08%
307,405
+10,263
123
$15M 0.08%
164,555
-5,396
124
$14.9M 0.07%
226,638
+51,428
125
$14.8M 0.07%
155,256
+2,630
3 4
5
6 7