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
$29.3B
AUM Growth
+$3.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,787
New
Increased
Reduced
Closed

Top Buys

1
+$423M
2
+$171M
3
+$148M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$101M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$94.2M

Top Sells

1
+$49.5M
2
+$36.8M
3
+$21.5M
4
IDLV icon
Invesco S&P International Developed Low Volatility ETF
IDLV
+$16.5M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$10.6M

Sector Composition

1 Technology 2.28%
2 Financials 1.69%
3 Healthcare 1.32%
4 Consumer Discretionary 1.16%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2101
$4K ﹤0.01%
301
-329
2102
$4K ﹤0.01%
+85
2103
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+504
2104
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1,000
2105
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+150
2106
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35
-80
2107
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+202
2108
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77
-1
2109
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804
+28
2110
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44
-24
2111
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167
-343
2112
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92
+56
2113
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1,000
2114
$4K ﹤0.01%
292
+111
2115
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+109
2116
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359
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2117
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25
2118
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75
-697
2119
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43
2120
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107
2121
$4K ﹤0.01%
+76
2122
$4K ﹤0.01%
57
2123
$4K ﹤0.01%
203
-68
2124
$4K ﹤0.01%
88
-953
2125
$4K ﹤0.01%
269
83 84
85
86 87