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
151
$11.8M 0.06%
80,178
-6,218
152
$11.6M 0.06%
52,987
-154
153
$11.6M 0.06%
347,118
+11,886
154
$11.6M 0.06%
77,480
+1,836
155
$11.4M 0.06%
114,357
+37,488
156
$11.3M 0.06%
122,659
+1,749
157
$11.1M 0.06%
524,954
+67,413
158
$10.6M 0.05%
6,170
-37
159
$10.5M 0.05%
261,458
+81,275
160
$10.4M 0.05%
136,684
+32,549
161
$10.4M 0.05%
237,510
+20,247
162
$10.3M 0.05%
63,855
-5,200
163
$10.2M 0.05%
195,683
-22,371
164
$9.91M 0.05%
211,219
-24,354
165
$9.88M 0.05%
1,023,570
-68,860
166
$9.81M 0.05%
97,338
+6,628
167
$9.73M 0.05%
363,520
-28,260
168
$9.69M 0.05%
133,939
+2,493
169
$9.43M 0.05%
31,331
+65
170
$9.41M 0.05%
370,734
+230,014
171
$9.39M 0.05%
81,117
+10,101
172
$9.3M 0.05%
177,040
+170,691
173
$9.2M 0.05%
199,550
-11,042
174
$9.18M 0.05%
92,239
-7,603
175
$9.04M 0.05%
366,798
+23,868
5 6
7
8 9