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
$54.7B
AUM Growth
+$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,363
New
Increased
Reduced
Closed

Top Buys

1
+$492M
2
+$205M
3
+$187M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$141M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1
+$33.9M
2
+$31.2M
3
+$18.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$13.6M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$12.8M

Sector Composition

1 Technology 2.96%
2 Financials 1.62%
3 Consumer Discretionary 1.34%
4 Healthcare 1.18%
5 Communication Services 1.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2976
– –
-465
2977
– –
-850
2978
$0 ﹤0.01%
1
2979
$0 ﹤0.01%
10
2980
$0 ﹤0.01%
+165
2981
– –
-7
2982
– –
-397
2983
– –
-888
2984
– –
-316
2985
– –
-5,693
2986
– –
-3,275
2987
– –
-429
2988
– –
-4,360
2989
– –
-2,719
2990
– –
-8,647
2991
– –
-257
2992
– –
-22,052
2993
– –
0
2994
– –
-3,000
2995
– –
-8,047
2996
– –
-5,000
2997
$0 ﹤0.01%
136
2998
– –
-206
2999
$0 ﹤0.01%
2
3000
$0 ﹤0.01%
+2
118 119
120
121 122