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
$66.1B
AUM Growth
+$8.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$858M
2
+$628M
3
+$529M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$412M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$215M

Top Sells

1
+$1.23B
2
+$627M
3
+$76.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$24.8M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$24.4M

Sector Composition

1 Technology 2.41%
2 Financials 1.35%
3 Healthcare 1.33%
4 Consumer Discretionary 1.05%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$24M 0.04%
504,775
-1,647
227
$23.9M 0.04%
236,705
-58,633
228
$23.7M 0.04%
186,704
+7,768
229
$23.5M 0.04%
43,016
-161
230
$23.4M 0.04%
87,817
-213
231
$23.4M 0.04%
251,285
+2,032
232
$23.4M 0.04%
326,914
+195,474
233
$23.3M 0.04%
375,451
-4,353
234
$23.2M 0.04%
333,211
+24,948
235
$22.3M 0.03%
203,171
-12,432
236
$22M 0.03%
292,334
+154,019
237
$21.9M 0.03%
173,566
+7,123
238
$21.8M 0.03%
458,806
+71,444
239
$21.8M 0.03%
958,699
-76,302
240
$21.7M 0.03%
91,511
+2,391
241
$21.4M 0.03%
568,505
+85,652
242
$21.3M 0.03%
333,316
+18,869
243
$21.3M 0.03%
152,244
-40,495
244
$21.2M 0.03%
498,898
+177,274
245
$20.7M 0.03%
+412,904
246
$20.4M 0.03%
769,990
+59,057
247
$20M 0.03%
373,470
-128,303
248
$19.8M 0.03%
200,717
-27,717
249
$19.7M 0.03%
194,600
-5,898
250
$19.5M 0.03%
705,535
+659,711
8 9
10
11 12