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
$26.3B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,854
New
Increased
Reduced
Closed

Top Buys

1
+$475M
2
+$343M
3
+$196M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$85.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$73.6M

Top Sells

1
+$172M
2
+$61.7M
3
+$41.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.8M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$24.8M

Sector Composition

1 Technology 2.18%
2 Financials 1.67%
3 Healthcare 1.33%
4 Consumer Discretionary 1.26%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2501
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-115
2502
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-49
2503
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-2,720
2504
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-120
2505
$0 ﹤0.01%
67
2506
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-31
2507
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-84
2508
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0
2509
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-1,928
2510
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-2
2511
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-48
2512
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-2,115
2513
$0 ﹤0.01%
+2
2514
– –
-56
2515
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-44
2516
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-190
2517
$0 ﹤0.01%
+113
2518
– –
-4,670
2519
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-300
2520
– –
-1,000
2521
$0 ﹤0.01%
2
2522
– –
-300
2523
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-1,000
2524
– –
-980
2525
– –
-178
99 100
101
102 103