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
2851
$2K ﹤0.01%
140
2852
$2K ﹤0.01%
124
2853
$2K ﹤0.01%
38
-47
2854
$2K ﹤0.01%
36
-76
2855
$2K ﹤0.01%
+13
2856
$2K ﹤0.01%
+48
2857
$2K ﹤0.01%
+100
2858
$2K ﹤0.01%
536
-5,000
2859
$2K ﹤0.01%
59
-40
2860
$2K ﹤0.01%
207
-56
2861
$2K ﹤0.01%
20
2862
$2K ﹤0.01%
173
2863
$2K ﹤0.01%
+80
2864
$2K ﹤0.01%
+1,000
2865
$2K ﹤0.01%
2,000
2866
$2K ﹤0.01%
71
-67
2867
$2K ﹤0.01%
+23
2868
$2K ﹤0.01%
250
-84
2869
$2K ﹤0.01%
550
2870
$2K ﹤0.01%
48
+42
2871
$2K ﹤0.01%
221
-226
2872
$2K ﹤0.01%
+62
2873
$2K ﹤0.01%
235
+2
2874
$2K ﹤0.01%
315
2875
$2K ﹤0.01%
+200
113 114
115
116 117