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
1626
$18K ﹤0.01%
+90
1627
$18K ﹤0.01%
1,339
1628
$18K ﹤0.01%
87
-4
1629
$18K ﹤0.01%
1,411
-589
1630
$18K ﹤0.01%
628
1631
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338
1632
$18K ﹤0.01%
566
+300
1633
$18K ﹤0.01%
+330
1634
$18K ﹤0.01%
1,828
+1,280
1635
$18K ﹤0.01%
340
-256
1636
$18K ﹤0.01%
484
1637
$18K ﹤0.01%
2,301
1638
$18K ﹤0.01%
182
+149
1639
$18K ﹤0.01%
700
-729
1640
$18K ﹤0.01%
1,820
1641
$18K ﹤0.01%
2,118
-172
1642
$17K ﹤0.01%
396
-500
1643
$17K ﹤0.01%
404
+292
1644
$17K ﹤0.01%
876
+176
1645
$17K ﹤0.01%
675
+57
1646
$17K ﹤0.01%
628
+74
1647
$17K ﹤0.01%
564
+492
1648
$17K ﹤0.01%
627
1649
$17K ﹤0.01%
188
1650
$17K ﹤0.01%
742
-2,670