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
$58.2B
AUM Growth
-$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,631
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$274M
3
+$242M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$236M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$170M

Top Sells

1
+$116M
2
+$105M
3
+$51.8M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$49.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$31.9M

Sector Composition

1 Technology 2.65%
2 Financials 1.38%
3 Healthcare 1.35%
4 Consumer Discretionary 1.15%
5 Communication Services 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.8M 0.03%
917,790
-9,150
227
$17.7M 0.03%
79,203
+2,540
228
$17.5M 0.03%
156,592
+3,396
229
$17.4M 0.03%
655,008
+100,502
230
$17.3M 0.03%
262,029
+13,757
231
$17M 0.03%
166,745
+20,723
232
$16.8M 0.03%
205,430
-13,342
233
$16.8M 0.03%
99,452
+4,643
234
$16.7M 0.03%
219,737
-135,456
235
$16.6M 0.03%
593,900
-82,966
236
$16.5M 0.03%
+739,164
237
$16.5M 0.03%
358,370
+140,861
238
$16.5M 0.03%
214,010
-828
239
$16.4M 0.03%
338,300
-35,060
240
$16M 0.03%
703,385
-54,890
241
$16M 0.03%
7,440
+6,173
242
$15.5M 0.03%
371,314
-16,695
243
$15.5M 0.03%
121,060
+4,001
244
$15.3M 0.03%
84,033
-2,285
245
$15.2M 0.03%
189,903
+135,308
246
$15.1M 0.03%
398,363
-64,850
247
$14.8M 0.03%
396,773
+10,761
248
$14.8M 0.03%
204,155
+16,522
249
$14.8M 0.03%
173,021
+6,771
250
$14.5M 0.03%
190,000
+12,050
8 9
10
11 12