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
2526
– –
-250
2527
– –
-1,573
2528
– –
0
2529
– –
-100
2530
– –
0
2531
– –
-144
2532
– –
-2,572
2533
$0 ﹤0.01%
11
2534
– –
-6,400
2535
$0 ﹤0.01%
33
2536
– –
-97
2537
$0 ﹤0.01%
1
2538
$0 ﹤0.01%
38
2539
– –
-77
2540
– –
-465
2541
– –
-740
2542
– –
-4,875
2543
$0 ﹤0.01%
43
2544
– –
-30
2545
$0 ﹤0.01%
+5
2546
– –
-1,229
2547
– –
-14,924
2548
$0 ﹤0.01%
+10
2549
– –
-5,111
2550
– –
-30
100 101
102
103 104