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
151
$15.4M 0.05%
201,272
-7,514
152
$15.3M 0.05%
160,101
+20,770
153
$15.3M 0.05%
52,031
+20,002
154
$15.1M 0.05%
237,598
-2,822
155
$15M 0.05%
101,696
+2,750
156
$14.8M 0.05%
158,021
+29,139
157
$14.8M 0.05%
503,744
+117,093
158
$14.6M 0.05%
202,330
-2,239
159
$14.6M 0.05%
84,536
+2,685
160
$14.6M 0.05%
159,884
+9,542
161
$14.2M 0.05%
205,297
+1,346
162
$13.9M 0.05%
52,222
-425
163
$13.7M 0.05%
145,689
+10,301
164
$13.5M 0.05%
71,802
-265
165
$13.4M 0.05%
381,269
+6,528
166
$13.3M 0.05%
55,224
-6,900
167
$13.2M 0.05%
139,311
-523
168
$13M 0.04%
514,951
-6,658
169
$13M 0.04%
512,329
-95,495
170
$12.9M 0.04%
52,577
+4,793
171
$12.2M 0.04%
189,943
+44,213
172
$12M 0.04%
303,063
-8,470
173
$11.9M 0.04%
59,717
+10,886
174
$11.8M 0.04%
88,616
-1,203
175
$11.3M 0.04%
359,225
+357,586
5 6
7
8 9