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
2576
$7K ﹤0.01%
864
+768
2577
$7K ﹤0.01%
35
-15
2578
$7K ﹤0.01%
73
+14
2579
$7K ﹤0.01%
189
-250
2580
$7K ﹤0.01%
337
+50
2581
$7K ﹤0.01%
+80
2582
$7K ﹤0.01%
98
-290
2583
$7K ﹤0.01%
300
2584
$7K ﹤0.01%
+262
2585
$7K ﹤0.01%
220
2586
$7K ﹤0.01%
+273
2587
$7K ﹤0.01%
780
+3
2588
$6K ﹤0.01%
201
-674
2589
$6K ﹤0.01%
+150
2590
$6K ﹤0.01%
355
-600
2591
$6K ﹤0.01%
239
-138
2592
$6K ﹤0.01%
2,121
+2,000
2593
$6K ﹤0.01%
+158
2594
$6K ﹤0.01%
1,009
2595
$6K ﹤0.01%
+61
2596
$6K ﹤0.01%
300
+200
2597
$6K ﹤0.01%
57
+49
2598
$6K ﹤0.01%
2,337
+2,292
2599
$6K ﹤0.01%
68
2600
$6K ﹤0.01%
496
+5
102 103
104
105 106