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
$26.3B
AUM Growth
+$1.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,854
New
Increased
Reduced
Closed

Top Buys

1
+$475M
2
+$343M
3
+$196M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$85.5M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$73.6M

Top Sells

1
+$172M
2
+$61.7M
3
+$41.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$26.8M
5
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$24.8M

Sector Composition

1 Technology 2.18%
2 Financials 1.67%
3 Healthcare 1.33%
4 Consumer Discretionary 1.26%
5 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
– –
-115
2827
– –
-135
2828
– –
-215
2829
$0 ﹤0.01%
+2
2830
– –
-95
2831
– –
-107
2832
– –
-304
2833
– –
-691
2834
– –
-1,356
2835
– –
-33
2836
$0 ﹤0.01%
6
-1
2837
– –
-300
2838
– –
-267
2839
– –
-30
2840
– –
-32
2841
– –
-220
2842
– –
-48
2843
– –
-20
2844
$0 ﹤0.01%
+1
2845
– –
-78
2846
– –
-83
2847
– –
-2,669
2848
– –
-16
2849
– –
-347
2850
$0 ﹤0.01%
8
110 111 112 113
114