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
126
$14.6M 0.07%
245,739
+43,942
127
$14.6M 0.07%
243,535
+1,459
128
$14.2M 0.07%
349,638
+900
129
$14.1M 0.07%
399,816
+118,735
130
$14M 0.07%
561,678
+363,493
131
$14M 0.07%
189,153
+4,166
132
$13.9M 0.07%
320,536
+118
133
$13.7M 0.07%
239,500
-86,441
134
$13.5M 0.07%
624,703
-54,586
135
$13.4M 0.07%
98,087
+11,477
136
$13.4M 0.07%
141,353
-1,891
137
$13.3M 0.07%
145,909
+1,929
138
$13.2M 0.07%
172,393
+89,386
139
$13.2M 0.07%
210,082
-6,980
140
$13.1M 0.07%
130,975
+18,607
141
$12.9M 0.06%
49,312
-10,096
142
$12.6M 0.06%
268,255
-8,110
143
$12.6M 0.06%
196,000
-34,698
144
$12.4M 0.06%
530,675
+450,006
145
$12.3M 0.06%
396,102
+2,247
146
$12.2M 0.06%
140,898
-49,148
147
$12.1M 0.06%
291,495
-10,321
148
$12M 0.06%
159,456
+4,443
149
$12M 0.06%
198,466
+12,408
150
$11.8M 0.06%
30,112
-737
4 5
6
7 8