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
2576
$0 ﹤0.01%
300
2577
$0 ﹤0.01%
4
2578
– –
-30
2579
– –
-250
2580
– –
-375
2581
– –
-62
2582
$0 ﹤0.01%
1
2583
– –
-450
2584
– –
-127
2585
$0 ﹤0.01%
+15
2586
$0 ﹤0.01%
27
2587
– –
-7
2588
$0 ﹤0.01%
71
2589
– –
-91
2590
– –
-70
2591
– –
-8,274
2592
– –
-61
2593
$0 ﹤0.01%
37
2594
– –
-100
2595
– –
-214
2596
– –
-823
2597
– –
-592
2598
$0 ﹤0.01%
5
2599
– –
-27,821
2600
– –
-3,517
102 103
104
105 106