Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
3,630
New
Increased
Reduced
Closed

Top Buys

1
+$612M
2
+$277M
3
+$267M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$257M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$176M

Top Sells

1
+$116M
2
+$115M
3
+$52.4M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$50.6M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$33.2M

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
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41
-4
2830
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+27
2831
$2K ﹤0.01%
61
-164
2832
$2K ﹤0.01%
5,250
2833
$2K ﹤0.01%
44
-6
2834
$2K ﹤0.01%
75
+57
2835
$2K ﹤0.01%
+75
2836
$2K ﹤0.01%
44
-32
2837
$2K ﹤0.01%
420
-866
2838
$2K ﹤0.01%
+36
2839
$2K ﹤0.01%
+374
2840
$2K ﹤0.01%
15
-18
2841
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+46
2842
$2K ﹤0.01%
+45
2843
$2K ﹤0.01%
1
2844
$2K ﹤0.01%
202
2845
$2K ﹤0.01%
+13
2846
$2K ﹤0.01%
100
2847
$2K ﹤0.01%
157
2848
$2K ﹤0.01%
+600
2849
$2K ﹤0.01%
+154
2850
$2K ﹤0.01%
1,110
+110
112 113
114
115 116