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
2051
$5K ﹤0.01%
110
2052
$5K ﹤0.01%
171
2053
$5K ﹤0.01%
173
+3
2054
$5K ﹤0.01%
+198
2055
$5K ﹤0.01%
130
2056
$5K ﹤0.01%
637
2057
$5K ﹤0.01%
683
2058
$5K ﹤0.01%
921
2059
$5K ﹤0.01%
107
2060
$4K ﹤0.01%
295
-22,199
2061
$4K ﹤0.01%
44
-186
2062
$4K ﹤0.01%
58
2063
$4K ﹤0.01%
130
-370
2064
$4K ﹤0.01%
383
-66
2065
$4K ﹤0.01%
3,240
2066
$4K ﹤0.01%
1,375
2067
$4K ﹤0.01%
31
-166
2068
$4K ﹤0.01%
103
-441
2069
$4K ﹤0.01%
101
-79
2070
$4K ﹤0.01%
107
-174
2071
$4K ﹤0.01%
39
2072
$4K ﹤0.01%
19
+2
2073
$4K ﹤0.01%
+535
2074
$4K ﹤0.01%
+111
2075
$4K ﹤0.01%
67
81 82
83
84 85