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
251
$14.4M 0.02%
59,115
+237
252
$14.3M 0.02%
30,111
+14,945
253
$14.2M 0.02%
604,564
+288,170
254
$14M 0.02%
156,533
+1,765
255
$13.9M 0.02%
290,660
+151,600
256
$13.6M 0.02%
266,540
-1,325
257
$13.5M 0.02%
485,457
+63,053
258
$13.4M 0.02%
61,745
-451
259
$13.4M 0.02%
94,786
+8,485
260
$13.3M 0.02%
51,995
+1,664
261
$13.2M 0.02%
123,142
+12,634
262
$13M 0.02%
134,782
+6,391
263
$12.8M 0.02%
239,339
+27,207
264
$12.8M 0.02%
190,712
+29,710
265
$12.6M 0.02%
153,300
+24,324
266
$12.6M 0.02%
100,274
+27,461
267
$12.4M 0.02%
315,874
+11,949
268
$12.2M 0.02%
86,514
-55,501
269
$12.2M 0.02%
225,975
+5,870
270
$11.9M 0.02%
126,267
-8,083
271
$11.9M 0.02%
103,333
+102,001
272
$11.9M 0.02%
286,985
-196
273
$11.8M 0.02%
234,256
-13,098
274
$11.8M 0.02%
213,106
+157,780
275
$11.7M 0.02%
96,419
-4,816
9 10
11
12 13