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 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
201
$7.06M 0.04%
137,763
+120,083
202
$7.04M 0.04%
134,377
-2,010
203
$6.86M 0.03%
61,856
+61,010
204
$6.76M 0.03%
149,781
+4,256
205
$6.62M 0.03%
76,742
+15,175
206
$6.55M 0.03%
137,126
-348
207
$6.51M 0.03%
66,569
+9,315
208
$6.51M 0.03%
124,980
+7,965
209
$6.5M 0.03%
194,209
+139,895
210
$6.27M 0.03%
62,108
+26,002
211
$6.25M 0.03%
57,551
-1,179
212
$6.19M 0.03%
60,224
-3,175
213
$6.12M 0.03%
56,771
+47
214
$6.01M 0.03%
123,717
-23,043
215
$5.98M 0.03%
245,581
+94,572
216
$5.87M 0.03%
61,695
-12,329
217
$5.85M 0.03%
38,833
+4,572
218
$5.84M 0.03%
54,332
+21,701
219
$5.83M 0.03%
162,068
-24,486
220
$5.78M 0.03%
95,315
-79,877
221
$5.71M 0.03%
74,272
+9,542
222
$5.68M 0.03%
91,037
-2,106
223
$5.66M 0.03%
99,678
+62,800
224
$5.6M 0.03%
37,422
+4,529
225
$5.58M 0.03%
219,102
+87,824