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
2626
$5K ﹤0.01%
160
2627
$5K ﹤0.01%
83
+2
2628
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113
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150
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2630
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2631
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2633
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2634
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2636
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864
2637
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2638
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675
-27
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$5K ﹤0.01%
168
-156
2640
$5K ﹤0.01%
200
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2641
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2642
$5K ﹤0.01%
384
-100
2643
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+125
2644
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408
2645
$5K ﹤0.01%
69
+26
2646
$5K ﹤0.01%
258
2647
$5K ﹤0.01%
65
-372
2648
$5K ﹤0.01%
93
2649
$5K ﹤0.01%
1,701
-90,764
2650
$5K ﹤0.01%
+263
104 105
106
107 108