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
2876
$2K ﹤0.01%
+925
2877
$2K ﹤0.01%
46
2878
$2K ﹤0.01%
88
+6
2879
$2K ﹤0.01%
169
-2,996
2880
$2K ﹤0.01%
+2
2881
$2K ﹤0.01%
452
2882
$2K ﹤0.01%
45
+18
2883
$2K ﹤0.01%
113
2884
$2K ﹤0.01%
20
2885
$2K ﹤0.01%
470
+395
2886
$2K ﹤0.01%
+63
2887
$2K ﹤0.01%
+70
2888
$2K ﹤0.01%
200
2889
$2K ﹤0.01%
1,667
2890
$2K ﹤0.01%
+55
2891
$2K ﹤0.01%
+105
2892
$1K ﹤0.01%
147
2893
$1K ﹤0.01%
+100
2894
$1K ﹤0.01%
+15
2895
$1K ﹤0.01%
35
+23
2896
$1K ﹤0.01%
4
2897
$1K ﹤0.01%
+41
2898
$1K ﹤0.01%
+79
2899
$1K ﹤0.01%
+50
2900
$1K ﹤0.01%
50
114 115
116
117 118