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
2551
– –
-34,822
2552
– –
-166
2553
– –
-209
2554
– –
-50
2555
$0 ﹤0.01%
+14
2556
– –
-755
2557
– –
-53
2558
– –
-23
2559
– –
-50
2560
– –
-107
2561
– –
-11,768
2562
– –
-6,110
2563
– –
-24
2564
– –
-562
2565
$0 ﹤0.01%
56
2566
$0 ﹤0.01%
+7
2567
$0 ﹤0.01%
23
2568
– –
-96,463
2569
$0 ﹤0.01%
31
2570
– –
-1
2571
$0 ﹤0.01%
5
-22
2572
– –
-334
2573
– –
-246
2574
– –
-10
2575
$0 ﹤0.01%
10
101 102
103
104 105