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
2401
– –
-250
2402
– –
-954
2403
$0 ﹤0.01%
+14
2404
$0 ﹤0.01%
+1
2405
– –
-26
2406
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-50
2407
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-23
2408
$0 ﹤0.01%
+16
2409
– –
-975
2410
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-175
2411
– –
-1,000
2412
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-20
2413
$0 ﹤0.01%
+1
2414
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-13
2415
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-16
2416
$0 ﹤0.01%
+42
2417
– –
-300
2418
– –
-800
2419
– –
-12
2420
– –
-88
2421
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-35
2422
– –
-3
2423
– –
-1,512
2424
– –
-136
2425
– –
-33
95 96
97
98 99