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
1501
$26K ﹤0.01%
2,206
1502
$26K ﹤0.01%
2,038
1503
$26K ﹤0.01%
900
+400
1504
$26K ﹤0.01%
335
-108
1505
$26K ﹤0.01%
305
1506
$26K ﹤0.01%
3,773
+837
1507
$26K ﹤0.01%
686
+311
1508
$26K ﹤0.01%
375
+40
1509
$26K ﹤0.01%
+35
1510
$26K ﹤0.01%
1,027
-435
1511
$26K ﹤0.01%
1,010
-535
1512
$26K ﹤0.01%
107
-5
1513
$25K ﹤0.01%
4,010
+3,872
1514
$25K ﹤0.01%
2,390
1515
$25K ﹤0.01%
408
-1,268
1516
$25K ﹤0.01%
533
-426
1517
$25K ﹤0.01%
818
1518
$25K ﹤0.01%
+8,274
1519
$25K ﹤0.01%
417
-417
1520
$25K ﹤0.01%
383
+200
1521
$25K ﹤0.01%
+439
1522
$25K ﹤0.01%
516
1523
$24K ﹤0.01%
363
+151
1524
$24K ﹤0.01%
587
-349
1525
$24K ﹤0.01%
1,777
-515
59 60
61
62 63