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
1726
$14K ﹤0.01%
189
1727
$14K ﹤0.01%
1,187
+319
1728
$14K ﹤0.01%
304
-457
1729
$14K ﹤0.01%
15
-5
1730
$14K ﹤0.01%
+185
1731
$14K ﹤0.01%
2,082
+86
1732
$14K ﹤0.01%
141
+35
1733
$14K ﹤0.01%
398
+45
1734
$14K ﹤0.01%
+209
1735
$13K ﹤0.01%
+563
1736
$13K ﹤0.01%
296
+113
1737
$13K ﹤0.01%
+50
1738
$13K ﹤0.01%
257
+1
1739
$13K ﹤0.01%
355
1740
$13K ﹤0.01%
329
-109
1741
$13K ﹤0.01%
836
1742
$13K ﹤0.01%
523
-3,050
1743
$13K ﹤0.01%
100
1744
$13K ﹤0.01%
237
-846
1745
$13K ﹤0.01%
700
1746
$13K ﹤0.01%
+450
1747
$13K ﹤0.01%
197
-21
1748
$13K ﹤0.01%
+823
1749
$13K ﹤0.01%
405
-290
1750
$13K ﹤0.01%
+108
68 69
70
71 72