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
$29.3B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$423M
2
+$171M
3
+$148M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$101M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$94.2M

Top Sells

1
+$49.5M
2
+$36.8M
3
+$21.5M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.5M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.6M

Sector Composition

1 Technology 2.28%
2 Financials 1.69%
3 Healthcare 1.32%
4 Consumer Discretionary 1.16%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1701
$23K ﹤0.01%
320
-381
1702
$23K ﹤0.01%
400
1703
$23K ﹤0.01%
634
1704
$23K ﹤0.01%
279
+28
1705
$23K ﹤0.01%
2,396
-33
1706
$23K ﹤0.01%
+1,738
1707
$23K ﹤0.01%
938
+809
1708
$22K ﹤0.01%
500
1709
$22K ﹤0.01%
2,316
1710
$22K ﹤0.01%
732
1711
$22K ﹤0.01%
1,339
1712
$22K ﹤0.01%
648
+20
1713
$22K ﹤0.01%
68
1714
$22K ﹤0.01%
711
+11
1715
$22K ﹤0.01%
133
-263
1716
$21K ﹤0.01%
234
1717
$21K ﹤0.01%
1,000
1718
$21K ﹤0.01%
187
1719
$21K ﹤0.01%
1,500
1720
$21K ﹤0.01%
239
-9
1721
$21K ﹤0.01%
1,245
+570
1722
$21K ﹤0.01%
513
-403
1723
$21K ﹤0.01%
241
-1,014
1724
$21K ﹤0.01%
2,902
+886
1725
$21K ﹤0.01%
109
+9
67 68
69
70 71