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
2501
$1K ﹤0.01%
28
2502
$1K ﹤0.01%
136
2503
$1K ﹤0.01%
100
-159
2504
– –
-1
2505
$0 ﹤0.01%
400
2506
$0 ﹤0.01%
8
2507
$0 ﹤0.01%
+24
2508
– –
-3,500
2509
– –
-100
2510
$0 ﹤0.01%
+33
2511
– –
-44
2512
– –
-50
2513
– –
-102
2514
$0 ﹤0.01%
+100
2515
– –
-361
2516
– –
-127
2517
– –
-11,000
2518
– –
-17
2519
– –
-20
2520
– –
-99
2521
– –
-812
2522
$0 ﹤0.01%
+12
2523
– –
-59
2524
– –
-46
2525
– –
-18,716
99 100
101
102 103