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
2501
$9K ﹤0.01%
224
-53
2502
$9K ﹤0.01%
125
-425
2503
$9K ﹤0.01%
35
+34
2504
$9K ﹤0.01%
909
2505
$9K ﹤0.01%
693
2506
$9K ﹤0.01%
+610
2507
$9K ﹤0.01%
+600
2508
$9K ﹤0.01%
191
2509
$9K ﹤0.01%
156
2510
$9K ﹤0.01%
+361
2511
$9K ﹤0.01%
+400
2512
$9K ﹤0.01%
+145
2513
$9K ﹤0.01%
274
-3,107
2514
$9K ﹤0.01%
+54
2515
$9K ﹤0.01%
353
2516
$9K ﹤0.01%
422
+281
2517
$9K ﹤0.01%
333
-19
2518
$9K ﹤0.01%
486
-203
2519
$9K ﹤0.01%
100
-132
2520
$8K ﹤0.01%
175
-1,979
2521
$8K ﹤0.01%
+2,500
2522
$8K ﹤0.01%
860
2523
$8K ﹤0.01%
750
2524
$8K ﹤0.01%
594
+369
2525
$8K ﹤0.01%
170
-2
99 100
101
102 103