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
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.2M 0.03%
68,038
-96,517
227
$6.2M 0.03%
57,603
+832
228
$6.19M 0.03%
68,808
-7,934
229
$6.02M 0.03%
68,129
+693
230
$5.91M 0.03%
20,596
+2,071
231
$5.74M 0.03%
57,244
-4,451
232
$5.72M 0.03%
86,801
-8,514
233
$5.64M 0.02%
97,129
-79,911
234
$5.61M 0.02%
53,840
+8,967
235
$5.6M 0.02%
93,738
+2,766
236
$5.46M 0.02%
249,606
+18,759
237
$5.44M 0.02%
122,356
+341
238
$5.44M 0.02%
108,324
+40,607
239
$5.34M 0.02%
214,433
+25,346
240
$5.32M 0.02%
44,388
-9,944
241
$5.31M 0.02%
334,108
-41,913
242
$5.3M 0.02%
29,116
+1,391
243
$5.3M 0.02%
47,438
+3,814
244
$5.22M 0.02%
140,723
-2,701
245
$5.15M 0.02%
79,163
-2,119
246
$5.13M 0.02%
206,278
-3,278
247
$4.95M 0.02%
20,442
+454
248
$4.95M 0.02%
76,542
+1,631
249
$4.83M 0.02%
62,994
+11,868
250
$4.75M 0.02%
98,645
+14,492
8 9
10
11 12