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
$29.3B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$423M
2
+$171M
3
+$148M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$101M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$94.2M

Top Sells

1
+$49.5M
2
+$36.8M
3
+$21.5M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.5M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.6M

Sector Composition

1 Technology 2.28%
2 Financials 1.69%
3 Healthcare 1.32%
4 Consumer Discretionary 1.16%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.1M 0.09%
190,149
-1,242
102
$25.9M 0.09%
122,123
+5,134
103
$25.7M 0.09%
130,069
+2,903
104
$25.7M 0.09%
65,991
-11,428
105
$25.2M 0.09%
468,204
+59,218
106
$25.1M 0.09%
597,770
-13,026
107
$22.9M 0.08%
328,022
+33,313
108
$22.7M 0.08%
235,318
+7,788
109
$22.4M 0.08%
335,020
-67,500
110
$22.4M 0.08%
330,933
-47,810
111
$22.3M 0.08%
705,140
-98,270
112
$22.2M 0.08%
356,199
+23,118
113
$21.7M 0.07%
236,629
-86,891
114
$21M 0.07%
342,455
+6,757
115
$21M 0.07%
530,418
+118,032
116
$20.7M 0.07%
204,595
-1,176
117
$20.7M 0.07%
63,732
+40
118
$20.6M 0.07%
234,712
+33,255
119
$20.6M 0.07%
352,640
-9,573
120
$20.5M 0.07%
807,945
+40,195
121
$20.5M 0.07%
62,055
-9,736
122
$20.4M 0.07%
368,333
-24,178
123
$20.2M 0.07%
447,391
+5,357
124
$19.8M 0.07%
202,281
+21,102
125
$19.8M 0.07%
671,869
+29,472
3 4
5
6 7