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
2826
$2K ﹤0.01%
178
+177
2827
$2K ﹤0.01%
24
-557
2828
$2K ﹤0.01%
31
-70
2829
$2K ﹤0.01%
41
-4
2830
$2K ﹤0.01%
+27
2831
$2K ﹤0.01%
61
-164
2832
$2K ﹤0.01%
5,250
2833
$2K ﹤0.01%
75
+57
2834
$2K ﹤0.01%
+75
2835
$2K ﹤0.01%
44
-32
2836
$2K ﹤0.01%
408
-841
2837
$2K ﹤0.01%
+36
2838
$2K ﹤0.01%
+374
2839
$2K ﹤0.01%
15
-18
2840
$2K ﹤0.01%
+46
2841
$2K ﹤0.01%
+45
2842
$2K ﹤0.01%
1
2843
$2K ﹤0.01%
202
2844
$2K ﹤0.01%
+13
2845
$2K ﹤0.01%
100
2846
$2K ﹤0.01%
157
2847
$2K ﹤0.01%
+600
2848
$2K ﹤0.01%
+154
2849
$2K ﹤0.01%
1,110
+110
2850
$2K ﹤0.01%
29
+28
112 113
114
115 116