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
1301
$44K ﹤0.01%
4,328
1302
$44K ﹤0.01%
+2,161
1303
$44K ﹤0.01%
519
+200
1304
$44K ﹤0.01%
786
1305
$44K ﹤0.01%
2,629
-407
1306
$44K ﹤0.01%
2,811
1307
$44K ﹤0.01%
929
-459
1308
$43K ﹤0.01%
1,021
+300
1309
$43K ﹤0.01%
1,164
1310
$43K ﹤0.01%
868
+773
1311
$43K ﹤0.01%
340
+59
1312
$43K ﹤0.01%
1,117
1313
$43K ﹤0.01%
500
+251
1314
$43K ﹤0.01%
976
+89
1315
$43K ﹤0.01%
2,586
1316
$43K ﹤0.01%
2,085
-903
1317
$43K ﹤0.01%
1,809
1318
$43K ﹤0.01%
763
+28
1319
$43K ﹤0.01%
492
+53
1320
$42K ﹤0.01%
3,360
1321
$42K ﹤0.01%
683
+583
1322
$42K ﹤0.01%
1,940
+41
1323
$41K ﹤0.01%
3,257
-11,840
1324
$41K ﹤0.01%
2,162
1325
$41K ﹤0.01%
3,342
+2,987
51 52
53
54 55