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
1601
$19K ﹤0.01%
1,040
+40
1602
$19K ﹤0.01%
6,840
1603
$19K ﹤0.01%
301
-86
1604
$19K ﹤0.01%
373
-977
1605
$19K ﹤0.01%
509
-36
1606
$19K ﹤0.01%
732
1607
$19K ﹤0.01%
4,280
+1,085
1608
$19K ﹤0.01%
359
-213
1609
$19K ﹤0.01%
260
+164
1610
$19K ﹤0.01%
700
1611
$19K ﹤0.01%
389
1612
$19K ﹤0.01%
274
-36
1613
$19K ﹤0.01%
532
1614
$19K ﹤0.01%
430
1615
$19K ﹤0.01%
176
-23
1616
$19K ﹤0.01%
263
1617
$19K ﹤0.01%
572
+18
1618
$19K ﹤0.01%
8,237
+4,258
1619
$19K ﹤0.01%
297
+56
1620
$18K ﹤0.01%
+1,804
1621
$18K ﹤0.01%
106
+15
1622
$18K ﹤0.01%
1,453
+102
1623
$18K ﹤0.01%
1,500
+876
1624
$18K ﹤0.01%
+1,250
1625
$18K ﹤0.01%
484
+44