Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
3,630
New
Increased
Reduced
Closed

Top Buys

1
+$612M
2
+$277M
3
+$267M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$257M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$176M

Top Sells

1
+$116M
2
+$115M
3
+$52.4M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$50.6M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$33.2M

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
2726
$4K ﹤0.01%
1,664
-2,466
2727
$4K ﹤0.01%
261
2728
$4K ﹤0.01%
104
-99
2729
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122
2730
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57
+17
2731
$3K ﹤0.01%
78
2732
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100
2733
$3K ﹤0.01%
60
+35
2734
$3K ﹤0.01%
288
2735
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202
-131
2736
$3K ﹤0.01%
+222
2737
$3K ﹤0.01%
370
-98
2738
$3K ﹤0.01%
114
-10
2739
$3K ﹤0.01%
57
+38
2740
$3K ﹤0.01%
121
+41
2741
$3K ﹤0.01%
229
2742
$3K ﹤0.01%
72
2743
$3K ﹤0.01%
+208
2744
$3K ﹤0.01%
+43
2745
$3K ﹤0.01%
289
-16
2746
$3K ﹤0.01%
1,001
2747
$3K ﹤0.01%
115
2748
$3K ﹤0.01%
92
-90
2749
$3K ﹤0.01%
436
+1
2750
$3K ﹤0.01%
+144
108 109
110
111 112