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
2951
$1K ﹤0.01%
+26
2952
$1K ﹤0.01%
103
2953
$1K ﹤0.01%
63
2954
$1K ﹤0.01%
+51
2955
$1K ﹤0.01%
+70
2956
$1K ﹤0.01%
+58
2957
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20
2958
$1K ﹤0.01%
+22
2959
$1K ﹤0.01%
40
+36
2960
$1K ﹤0.01%
152
2961
$1K ﹤0.01%
16
-1,114
2962
$1K ﹤0.01%
132
-949
2963
$1K ﹤0.01%
85
+10
2964
$1K ﹤0.01%
+250
2965
$1K ﹤0.01%
+40
2966
$1K ﹤0.01%
+59
2967
$1K ﹤0.01%
200
-30
2968
$1K ﹤0.01%
500
2969
$1K ﹤0.01%
+249
2970
$1K ﹤0.01%
44
-6,706
2971
$1K ﹤0.01%
+22
2972
$1K ﹤0.01%
+6
2973
$1K ﹤0.01%
18
2974
$1K ﹤0.01%
+66
2975
$1K ﹤0.01%
+62
117 118
119
120 121