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
2651
$5K ﹤0.01%
281
+24
2652
$5K ﹤0.01%
40
+35
2653
$5K ﹤0.01%
210
-9,944
2654
$5K ﹤0.01%
+30
2655
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94
-93
2656
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75
-39
2657
$5K ﹤0.01%
700
2658
$5K ﹤0.01%
+142
2659
$5K ﹤0.01%
+57
2660
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106
+26
2661
$5K ﹤0.01%
+130
2662
$5K ﹤0.01%
+200
2663
$5K ﹤0.01%
80
2664
$5K ﹤0.01%
91
+1
2665
$5K ﹤0.01%
150
-161
2666
$5K ﹤0.01%
150
2667
$5K ﹤0.01%
257
2668
$5K ﹤0.01%
+472
2669
$4K ﹤0.01%
+90
2670
$4K ﹤0.01%
37
+30
2671
$4K ﹤0.01%
66
-315
2672
$4K ﹤0.01%
32
2673
$4K ﹤0.01%
+210
2674
$4K ﹤0.01%
97
+33
2675
$4K ﹤0.01%
100
105 106
107
108 109