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
2751
$3K ﹤0.01%
300
2752
$3K ﹤0.01%
294
+78
2753
$3K ﹤0.01%
+1,012
2754
$3K ﹤0.01%
+79
2755
$3K ﹤0.01%
1,000
-8
2756
$3K ﹤0.01%
+173
2757
$3K ﹤0.01%
56
2758
$3K ﹤0.01%
17
+7
2759
$3K ﹤0.01%
+90
2760
$3K ﹤0.01%
270
-1,000
2761
$3K ﹤0.01%
232
2762
$3K ﹤0.01%
503
2763
$3K ﹤0.01%
49
2764
$3K ﹤0.01%
+43
2765
$3K ﹤0.01%
89
+57
2766
$3K ﹤0.01%
46
2767
$3K ﹤0.01%
118
-2,982
2768
$3K ﹤0.01%
+165
2769
$3K ﹤0.01%
+170
2770
$3K ﹤0.01%
+222
2771
$3K ﹤0.01%
38
-263
2772
$3K ﹤0.01%
+58
2773
$3K ﹤0.01%
255
2774
$3K ﹤0.01%
+14
2775
$3K ﹤0.01%
+105
109 110
111
112 113