Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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 +$63.8M
2 +$20.1M
3 +$18.2M
4
IOO icon
iShares Global 100 ETF
IOO
+$12.6M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$11.5M

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
1751
$13K ﹤0.01%
400
+287
1752
$13K ﹤0.01%
1,011
1753
$13K ﹤0.01%
455
-9
1754
$13K ﹤0.01%
823
+765
1755
$13K ﹤0.01%
279
-17
1756
$13K ﹤0.01%
798
-599
1757
$12K ﹤0.01%
+21
1758
$12K ﹤0.01%
274
+258
1759
$12K ﹤0.01%
151
+138
1760
$12K ﹤0.01%
400
1761
$12K ﹤0.01%
57
1762
$12K ﹤0.01%
+500
1763
$12K ﹤0.01%
187
1764
$12K ﹤0.01%
+400
1765
$12K ﹤0.01%
3,796
-664
1766
$12K ﹤0.01%
2,924
-361
1767
$12K ﹤0.01%
+2,083
1768
$12K ﹤0.01%
552
+52
1769
$12K ﹤0.01%
+40
1770
$12K ﹤0.01%
2,125
-1,820
1771
$12K ﹤0.01%
360
1772
$12K ﹤0.01%
+400
1773
$12K ﹤0.01%
681
1774
$12K ﹤0.01%
1,148
+244
1775
$12K ﹤0.01%
805
+11