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
2451
$0 ﹤0.01%
241
+1
2452
– –
-1,000
2453
– –
-112
2454
– –
-50
2455
$0 ﹤0.01%
+1
2456
– –
-54
2457
– –
-519
2458
$0 ﹤0.01%
67
2459
$0 ﹤0.01%
+12
2460
– –
0
2461
$0 ﹤0.01%
+2
2462
– –
-50
2463
$0 ﹤0.01%
2
2464
$0 ﹤0.01%
10
-525
2465
– –
-100
2466
– –
-63
2467
– –
-200
2468
– –
-113
2469
– –
-112
2470
– –
-305
2471
$0 ﹤0.01%
18
2472
– –
-888
2473
– –
-288
2474
– –
-87
2475
– –
-150
97 98
99
100 101