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
1326
$41K ﹤0.01%
607
1327
$41K ﹤0.01%
2,625
1328
$41K ﹤0.01%
1,179
-190
1329
$41K ﹤0.01%
+1,006
1330
$41K ﹤0.01%
754
-42
1331
$41K ﹤0.01%
3,394
1332
$41K ﹤0.01%
945
+419
1333
$40K ﹤0.01%
457
+423
1334
$40K ﹤0.01%
934
+51
1335
$40K ﹤0.01%
1,914
-1,041
1336
$40K ﹤0.01%
425
+270
1337
$40K ﹤0.01%
940
-419
1338
$40K ﹤0.01%
1,116
-363
1339
$40K ﹤0.01%
+3,500
1340
$40K ﹤0.01%
2,364
+1,331
1341
$39K ﹤0.01%
2,820
-1,017
1342
$39K ﹤0.01%
5,112
1343
$39K ﹤0.01%
1,269
-488
1344
$39K ﹤0.01%
+1,121
1345
$39K ﹤0.01%
962
1346
$39K ﹤0.01%
1,476
-576
1347
$39K ﹤0.01%
1,335
+507
1348
$39K ﹤0.01%
271
+6
1349
$38K ﹤0.01%
995
-1,186
1350
$38K ﹤0.01%
9,553
-10,965
52 53
54
55 56