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
2076
$4K ﹤0.01%
+81
2077
$4K ﹤0.01%
42
-117
2078
$4K ﹤0.01%
160
-1,168
2079
$4K ﹤0.01%
250
2080
$4K ﹤0.01%
+215
2081
$4K ﹤0.01%
+35
2082
$4K ﹤0.01%
50
2083
$4K ﹤0.01%
534
-189
2084
$4K ﹤0.01%
576
-343
2085
$4K ﹤0.01%
52
-113
2086
$4K ﹤0.01%
101
+36
2087
$4K ﹤0.01%
124
+52
2088
$4K ﹤0.01%
269
2089
$4K ﹤0.01%
+77
2090
$4K ﹤0.01%
78
2091
$4K ﹤0.01%
+5
2092
$4K ﹤0.01%
95
-65
2093
$4K ﹤0.01%
+61
2094
$4K ﹤0.01%
96
-55
2095
$4K ﹤0.01%
41
-224
2096
$4K ﹤0.01%
38
-100
2097
$4K ﹤0.01%
1,177
-250
2098
$4K ﹤0.01%
2,468
-228
2099
$4K ﹤0.01%
152
2100
$4K ﹤0.01%
+300
82 83
84
85 86