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
1251
$50K ﹤0.01%
307
+47
1252
$50K ﹤0.01%
1,930
-188
1253
$50K ﹤0.01%
1,100
-362
1254
$50K ﹤0.01%
773
-16
1255
$50K ﹤0.01%
615
-48
1256
$49K ﹤0.01%
1,168
-2,084
1257
$49K ﹤0.01%
+4,345
1258
$49K ﹤0.01%
262
+16
1259
$49K ﹤0.01%
1,343
-221
1260
$49K ﹤0.01%
850
+544
1261
$49K ﹤0.01%
1,498
1262
$49K ﹤0.01%
12,576
+1,967
1263
$49K ﹤0.01%
752
1264
$49K ﹤0.01%
1,779
-1,056
1265
$48K ﹤0.01%
496
-210
1266
$48K ﹤0.01%
1,819
-212
1267
$48K ﹤0.01%
3,467
+442
1268
$48K ﹤0.01%
646
1269
$48K ﹤0.01%
4,781
1270
$48K ﹤0.01%
1,300
+934
1271
$48K ﹤0.01%
2,130
-3,841
1272
$48K ﹤0.01%
915
+629
1273
$47K ﹤0.01%
1,269
1274
$47K ﹤0.01%
1,805
1275
$47K ﹤0.01%
1,100
+6