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
1426
$32K ﹤0.01%
1,232
-1,299
1427
$32K ﹤0.01%
5,599
+198
1428
$31K ﹤0.01%
4,350
-939
1429
$31K ﹤0.01%
895
+400
1430
$31K ﹤0.01%
745
+662
1431
$31K ﹤0.01%
2,700
1432
$31K ﹤0.01%
863
-509
1433
$31K ﹤0.01%
1,001
+741
1434
$31K ﹤0.01%
320
1435
$31K ﹤0.01%
281
1436
$31K ﹤0.01%
54
+2
1437
$31K ﹤0.01%
16,061
1438
$31K ﹤0.01%
1,550
-141
1439
$31K ﹤0.01%
1,662
-1,896
1440
$31K ﹤0.01%
1,669
1441
$30K ﹤0.01%
1,375
+708
1442
$30K ﹤0.01%
488
+1
1443
$30K ﹤0.01%
2,072
+512
1444
$30K ﹤0.01%
1,428
+270
1445
$30K ﹤0.01%
499
1446
$30K ﹤0.01%
1,434
+198
1447
$30K ﹤0.01%
1,211
-156
1448
$30K ﹤0.01%
1,124
-50
1449
$30K ﹤0.01%
2,550
-2,602
1450
$30K ﹤0.01%
798
-179
56 57
58
59 60