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
2226
$2K ﹤0.01%
115
2227
$2K ﹤0.01%
315
2228
$2K ﹤0.01%
210
-1,679
2229
$2K ﹤0.01%
200
-1,726
2230
$2K ﹤0.01%
1,052
2231
$2K ﹤0.01%
237
2232
$2K ﹤0.01%
416
+333
2233
$2K ﹤0.01%
285
2234
$2K ﹤0.01%
94
-701
2235
$2K ﹤0.01%
230
2236
$2K ﹤0.01%
502
-440
2237
$2K ﹤0.01%
+44
2238
$2K ﹤0.01%
381
2239
$2K ﹤0.01%
+127
2240
$2K ﹤0.01%
100
+24
2241
$2K ﹤0.01%
+78
2242
$2K ﹤0.01%
+46
2243
$2K ﹤0.01%
55
2244
$2K ﹤0.01%
166
2245
$2K ﹤0.01%
+50
2246
$2K ﹤0.01%
+259
2247
$1K ﹤0.01%
+50
2248
$1K ﹤0.01%
8
2249
$1K ﹤0.01%
+98
2250
$1K ﹤0.01%
30
-33
88 89
90
91 92