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
2726
$4K ﹤0.01%
261
2727
$4K ﹤0.01%
104
-99
2728
$4K ﹤0.01%
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2729
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57
+17
2730
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1,000
2731
$3K ﹤0.01%
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2732
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100
2733
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60
+35
2734
$3K ﹤0.01%
370
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2735
$3K ﹤0.01%
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-10
2736
$3K ﹤0.01%
57
+38
2737
$3K ﹤0.01%
121
+41
2738
$3K ﹤0.01%
229
2739
$3K ﹤0.01%
72
2740
$3K ﹤0.01%
+208
2741
$3K ﹤0.01%
+43
2742
$3K ﹤0.01%
289
-16
2743
$3K ﹤0.01%
1,001
2744
$3K ﹤0.01%
115
2745
$3K ﹤0.01%
92
-90
2746
$3K ﹤0.01%
436
+1
2747
$3K ﹤0.01%
50
+44
2748
$3K ﹤0.01%
+32
2749
$3K ﹤0.01%
190
+96
2750
$3K ﹤0.01%
2,000
108 109
110
111 112