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
2526
$8K ﹤0.01%
343
2527
$8K ﹤0.01%
+348
2528
$8K ﹤0.01%
403
+288
2529
$8K ﹤0.01%
+410
2530
$8K ﹤0.01%
768
-950
2531
$8K ﹤0.01%
278
+6
2532
$8K ﹤0.01%
570
-730
2533
$8K ﹤0.01%
+3,350
2534
$8K ﹤0.01%
81
+56
2535
$8K ﹤0.01%
319
+84
2536
$8K ﹤0.01%
825
2537
$8K ﹤0.01%
700
2538
$8K ﹤0.01%
201
-14
2539
$8K ﹤0.01%
390
+39
2540
$8K ﹤0.01%
307
-177
2541
$8K ﹤0.01%
105
2542
$8K ﹤0.01%
307
+117
2543
$8K ﹤0.01%
3,106
-1,049
2544
$8K ﹤0.01%
847
+255
2545
$8K ﹤0.01%
540
2546
$8K ﹤0.01%
+55
2547
$8K ﹤0.01%
104
+100
2548
$8K ﹤0.01%
74
+23
2549
$8K ﹤0.01%
1,250
2550
$8K ﹤0.01%
+500
100 101
102
103 104