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
2351
$1K ﹤0.01%
+59
2352
$1K ﹤0.01%
+58
2353
$1K ﹤0.01%
507
+49
2354
$1K ﹤0.01%
+1,260
2355
$1K ﹤0.01%
38
-49
2356
$1K ﹤0.01%
+92
2357
$1K ﹤0.01%
+28
2358
$1K ﹤0.01%
136
+56
2359
$1K ﹤0.01%
53
-124
2360
$1K ﹤0.01%
+50
2361
$0 ﹤0.01%
+50
2362
– –
-165
2363
– –
-395
2364
$0 ﹤0.01%
+23
2365
– –
-50
2366
– –
-71
2367
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-52
2368
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-1
2369
$0 ﹤0.01%
99
2370
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-52
2371
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-330
2372
$0 ﹤0.01%
6
-264
2373
– –
-1,499
2374
– –
-159
2375
– –
-900
93 94
95
96 97