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
176
$8.99M 0.05%
377,647
-145,206
177
$8.96M 0.04%
133,664
+7,531
178
$8.93M 0.04%
120,516
-11,643
179
$8.87M 0.04%
349,918
+41,244
180
$8.69M 0.04%
136,950
-3,850
181
$8.69M 0.04%
121,106
-4,920
182
$8.55M 0.04%
336,702
+133,442
183
$8.45M 0.04%
66,519
-296
184
$8.41M 0.04%
288,391
+14,534
185
$8.29M 0.04%
188,863
+68,390
186
$7.8M 0.04%
158,997
+94,691
187
$7.8M 0.04%
78,776
-5,700
188
$7.8M 0.04%
147,352
-370,437
189
$7.74M 0.04%
58,858
-5,379
190
$7.65M 0.04%
82,838
-3,601
191
$7.63M 0.04%
45,449
+1,942
192
$7.62M 0.04%
220,428
-69,444
193
$7.61M 0.04%
149,865
-76,564
194
$7.56M 0.04%
82,630
+4,467
195
$7.5M 0.04%
100,145
+21,060
196
$7.4M 0.04%
48,029
+488
197
$7.38M 0.04%
142,050
+10,885
198
$7.35M 0.04%
224,413
-26,433
199
$7.27M 0.04%
51,292
-690
200
$7.23M 0.04%
127,011
-682
6 7
8
9 10