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
2601
$6K ﹤0.01%
+445
2602
$6K ﹤0.01%
563
2603
$6K ﹤0.01%
236
-25
2604
$6K ﹤0.01%
95
+89
2605
$6K ﹤0.01%
180
+71
2606
$6K ﹤0.01%
332
2607
$6K ﹤0.01%
+95
2608
$6K ﹤0.01%
129
+112
2609
$6K ﹤0.01%
+43
2610
$6K ﹤0.01%
88
2611
$6K ﹤0.01%
+110
2612
$6K ﹤0.01%
+715
2613
$6K ﹤0.01%
75
2614
$6K ﹤0.01%
295
+244
2615
$6K ﹤0.01%
480
+472
2616
$6K ﹤0.01%
81
+77
2617
$6K ﹤0.01%
2,446
+912
2618
$6K ﹤0.01%
+75
2619
$6K ﹤0.01%
679
2620
$6K ﹤0.01%
438
2621
$6K ﹤0.01%
914
-946
2622
$6K ﹤0.01%
227
+1
2623
$6K ﹤0.01%
207
2624
$5K ﹤0.01%
+300
2625
$5K ﹤0.01%
+319
103 104
105
106 107