Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
3,630
New
Increased
Reduced
Closed

Top Buys

1
+$612M
2
+$277M
3
+$267M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$257M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$176M

Top Sells

1
+$116M
2
+$115M
3
+$52.4M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$50.6M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$33.2M

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
2476
$10K ﹤0.01%
253
-58
2477
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750
+650
2478
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404
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788
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+337
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67
+1
2482
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+124
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425
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2485
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510
+100
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224
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2487
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125
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2488
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2489
$9K ﹤0.01%
114
2490
$9K ﹤0.01%
116
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2491
$9K ﹤0.01%
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2492
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+149
2493
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1,000
-303
2494
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+248
2495
$9K ﹤0.01%
+150
2496
$9K ﹤0.01%
400
2497
$9K ﹤0.01%
156
-86
2498
$9K ﹤0.01%
1,450
2499
$9K ﹤0.01%
+425
2500
$9K ﹤0.01%
298
-1,464
98 99
100
101 102