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
2776
$3K ﹤0.01%
288
2777
$3K ﹤0.01%
308
+118
2778
$3K ﹤0.01%
+170
2779
$3K ﹤0.01%
700
2780
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65
2781
$3K ﹤0.01%
+100
2782
$3K ﹤0.01%
227
2783
$3K ﹤0.01%
7,500
2784
$3K ﹤0.01%
202
-131
2785
$3K ﹤0.01%
685
+658
2786
$3K ﹤0.01%
+40
2787
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131
+38
2788
$3K ﹤0.01%
+131
2789
$3K ﹤0.01%
35
2790
$3K ﹤0.01%
167
+67
2791
– –
0
2792
$3K ﹤0.01%
450
2793
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49
2794
$3K ﹤0.01%
+128
2795
$3K ﹤0.01%
+260
2796
$3K ﹤0.01%
+193
2797
$3K ﹤0.01%
522
+512
2798
$3K ﹤0.01%
1,000
2799
$3K ﹤0.01%
+144
2800
$3K ﹤0.01%
+100
110 111
112
113 114