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
1226
$53K ﹤0.01%
723
+22
1227
$53K ﹤0.01%
1,559
1228
$53K ﹤0.01%
5,125
-1,591
1229
$53K ﹤0.01%
+2,270
1230
$53K ﹤0.01%
4,316
-6,799
1231
$53K ﹤0.01%
1,794
+150
1232
$52K ﹤0.01%
3,641
-27
1233
$52K ﹤0.01%
1,876
+1,689
1234
$52K ﹤0.01%
2,062
-1,607
1235
$52K ﹤0.01%
824
+90
1236
$52K ﹤0.01%
757
+222
1237
$52K ﹤0.01%
4,448
1238
$52K ﹤0.01%
+800
1239
$52K ﹤0.01%
567
+132
1240
$52K ﹤0.01%
3,000
1241
$51K ﹤0.01%
1,520
+300
1242
$51K ﹤0.01%
2,553
-127
1243
$51K ﹤0.01%
978
-1,320
1244
$51K ﹤0.01%
2,000
1245
$50K ﹤0.01%
1,883
+1,610
1246
$50K ﹤0.01%
849
1247
$50K ﹤0.01%
1,606
1248
$50K ﹤0.01%
1,752
+47
1249
$50K ﹤0.01%
3,646
-2,682
1250
$50K ﹤0.01%
3,904
-893