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
2476
$10K ﹤0.01%
253
-58
2477
$10K ﹤0.01%
750
+650
2478
$10K ﹤0.01%
404
2479
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788
2480
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+337
2481
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67
+1
2482
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205
+124
2483
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425
-90
2484
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500
2485
$9K ﹤0.01%
294
2486
$9K ﹤0.01%
114
2487
$9K ﹤0.01%
116
-933
2488
$9K ﹤0.01%
196
2489
$9K ﹤0.01%
+149
2490
$9K ﹤0.01%
1,000
-303
2491
$9K ﹤0.01%
+248
2492
$9K ﹤0.01%
+150
2493
$9K ﹤0.01%
400
2494
$9K ﹤0.01%
156
-86
2495
$9K ﹤0.01%
1,450
2496
$9K ﹤0.01%
+425
2497
$9K ﹤0.01%
298
-1,464
2498
$9K ﹤0.01%
+500
2499
$9K ﹤0.01%
+260
2500
$9K ﹤0.01%
510
+100
98 99
100
101 102