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 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
1526
$24K ﹤0.01%
223
1527
$24K ﹤0.01%
5,742
1528
$24K ﹤0.01%
1,155
-45
1529
$24K ﹤0.01%
2,221
+2,047
1530
$24K ﹤0.01%
660
+60
1531
$24K ﹤0.01%
769
-64
1532
$24K ﹤0.01%
+605
1533
$24K ﹤0.01%
2,000
-1,200
1534
$24K ﹤0.01%
975
-1,863
1535
$24K ﹤0.01%
562
1536
$23K ﹤0.01%
3,282
-3,989
1537
$23K ﹤0.01%
753
-4
1538
$23K ﹤0.01%
254
+14
1539
$23K ﹤0.01%
1,357
-2,500
1540
$23K ﹤0.01%
903
+38
1541
$23K ﹤0.01%
701
-61
1542
$23K ﹤0.01%
2,456
+868
1543
$23K ﹤0.01%
652
-82
1544
$23K ﹤0.01%
300
+72
1545
$23K ﹤0.01%
227
+30
1546
$23K ﹤0.01%
243
1547
$23K ﹤0.01%
+1,455
1548
$23K ﹤0.01%
500
+43
1549
$23K ﹤0.01%
1,789
+129
1550
$23K ﹤0.01%
2,015
+232