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
2101
$3K ﹤0.01%
+100
2102
$3K ﹤0.01%
76
-171
2103
$3K ﹤0.01%
+197
2104
$3K ﹤0.01%
400
2105
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65
+10
2106
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250
2107
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+214
2108
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289
-1
2109
$3K ﹤0.01%
147
-10
2110
$3K ﹤0.01%
332
+102
2111
$3K ﹤0.01%
133
-435
2112
$3K ﹤0.01%
128
-225
2113
$3K ﹤0.01%
+60
2114
$3K ﹤0.01%
64
+42
2115
$3K ﹤0.01%
91
-507
2116
$3K ﹤0.01%
+61
2117
$3K ﹤0.01%
36
-18
2118
$3K ﹤0.01%
119
2119
$3K ﹤0.01%
+5,250
2120
$3K ﹤0.01%
160
2121
$3K ﹤0.01%
96
2122
$3K ﹤0.01%
208
+98
2123
$3K ﹤0.01%
+200
2124
$3K ﹤0.01%
+554
2125
$3K ﹤0.01%
181
83 84
85
86 87