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
2676
$4K ﹤0.01%
+1,194
2677
$4K ﹤0.01%
200
2678
$4K ﹤0.01%
+125
2679
$4K ﹤0.01%
+500
2680
$4K ﹤0.01%
+103
2681
$4K ﹤0.01%
526
-40,970
2682
$4K ﹤0.01%
+65
2683
$4K ﹤0.01%
32
+6
2684
$4K ﹤0.01%
+110
2685
$4K ﹤0.01%
+30
2686
$4K ﹤0.01%
62
-80
2687
$4K ﹤0.01%
76
-49
2688
$4K ﹤0.01%
84
+80
2689
$4K ﹤0.01%
77
+6
2690
$4K ﹤0.01%
205
+3
2691
$4K ﹤0.01%
68
-113
2692
$4K ﹤0.01%
75
-6
2693
$4K ﹤0.01%
36
-56
2694
$4K ﹤0.01%
1,060
+60
2695
$4K ﹤0.01%
25
-4
2696
$4K ﹤0.01%
+500
2697
$4K ﹤0.01%
14
+7
2698
$4K ﹤0.01%
3,019
2699
$4K ﹤0.01%
+497
2700
$4K ﹤0.01%
35
-40
106 107
108
109 110