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
2901
$1K ﹤0.01%
105
2902
$1K ﹤0.01%
110
2903
$1K ﹤0.01%
+619
2904
$1K ﹤0.01%
440
-2,000
2905
$1K ﹤0.01%
13
2906
$1K ﹤0.01%
26
2907
$1K ﹤0.01%
+22
2908
$1K ﹤0.01%
500
2909
$1K ﹤0.01%
+102
2910
$1K ﹤0.01%
305
2911
$1K ﹤0.01%
200
2912
$1K ﹤0.01%
20
2913
$1K ﹤0.01%
+21
2914
$1K ﹤0.01%
100
2915
$1K ﹤0.01%
10
-4
2916
$1K ﹤0.01%
+275
2917
$1K ﹤0.01%
+27
2918
$1K ﹤0.01%
56
2919
$1K ﹤0.01%
+5
2920
$1K ﹤0.01%
179
2921
$1K ﹤0.01%
+20
2922
$1K ﹤0.01%
107
2923
$1K ﹤0.01%
+500
2924
$1K ﹤0.01%
43
+35
2925
$1K ﹤0.01%
+134
115 116
117
118 119