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
2701
$4K ﹤0.01%
61
+60
2702
$4K ﹤0.01%
300
2703
$4K ﹤0.01%
52
2704
$4K ﹤0.01%
200
2705
$4K ﹤0.01%
136
+31
2706
$4K ﹤0.01%
488
-2,129
2707
$4K ﹤0.01%
+100
2708
$4K ﹤0.01%
+60
2709
$4K ﹤0.01%
1,837
+1,836
2710
$4K ﹤0.01%
523
-8,393
2711
$4K ﹤0.01%
+68
2712
$4K ﹤0.01%
57
2713
$4K ﹤0.01%
83
+48
2714
$4K ﹤0.01%
27
2715
$4K ﹤0.01%
233
+67
2716
$4K ﹤0.01%
98
2717
$4K ﹤0.01%
+526
2718
$4K ﹤0.01%
80
2719
$4K ﹤0.01%
65
-318
2720
$4K ﹤0.01%
341
+33
2721
$4K ﹤0.01%
220
-164
2722
$4K ﹤0.01%
490
2723
$4K ﹤0.01%
142
2724
$4K ﹤0.01%
148
2725
$4K ﹤0.01%
1,664
-2,466
107 108
109
110 111