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
2551
$8K ﹤0.01%
+100
2552
$7K ﹤0.01%
500
2553
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386
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2554
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406
+255
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2559
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220
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2560
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647
+52
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$7K ﹤0.01%
1,375
2562
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+490
2563
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400
2564
$7K ﹤0.01%
161
2565
$7K ﹤0.01%
3,209
+3,200
2566
$7K ﹤0.01%
150
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348
+93
2568
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+197
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175
2570
$7K ﹤0.01%
+100
2571
$7K ﹤0.01%
182
+51
2572
$7K ﹤0.01%
125
2573
$7K ﹤0.01%
663
+16
2574
$7K ﹤0.01%
91
-208
2575
$7K ﹤0.01%
187
-229
101 102
103
104 105