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
2801
$2K ﹤0.01%
44
-6
2802
$2K ﹤0.01%
145
-230
2803
$2K ﹤0.01%
+77
2804
$2K ﹤0.01%
571
2805
$2K ﹤0.01%
84
2806
$2K ﹤0.01%
+105
2807
$2K ﹤0.01%
+109
2808
$2K ﹤0.01%
90
-517
2809
$2K ﹤0.01%
27
+16
2810
$2K ﹤0.01%
400
2811
$2K ﹤0.01%
+109
2812
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+95
2813
$2K ﹤0.01%
+92
2814
$2K ﹤0.01%
+95
2815
$2K ﹤0.01%
42
+17
2816
$2K ﹤0.01%
500
2817
$2K ﹤0.01%
+114
2818
$2K ﹤0.01%
399
-10
2819
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431
2820
$2K ﹤0.01%
76
2821
$2K ﹤0.01%
100
2822
$2K ﹤0.01%
200
2823
$2K ﹤0.01%
98
2824
$2K ﹤0.01%
+88
2825
$2K ﹤0.01%
61
+49
111 112
113
114 115