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
2401
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0
2402
$0 ﹤0.01%
25
2403
$0 ﹤0.01%
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2404
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-14
2405
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2406
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-100
2407
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+17
2408
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2409
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2410
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2411
$0 ﹤0.01%
+120
2412
– –
-2,000
2413
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-5,120
2414
– –
-3,623
2415
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2416
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2417
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-757
2418
$0 ﹤0.01%
+23
2419
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-6,711
2420
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-378
2421
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-26
2422
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-94
2423
$0 ﹤0.01%
+24
2424
– –
-92
2425
$0 ﹤0.01%
56
95 96
97
98 99