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
2976
$1K ﹤0.01%
17
2977
$1K ﹤0.01%
+100
2978
$1K ﹤0.01%
61
-129
2979
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60
2980
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334
2981
$1K ﹤0.01%
4,808
2982
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580
2983
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+49
2984
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2985
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+40
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114
-97
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20
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+16
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6
+5
2990
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+124
2991
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+10
2992
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25
2993
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2995
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14
-242
2996
$1K ﹤0.01%
50
2997
$1K ﹤0.01%
+8
2998
$1K ﹤0.01%
+100
2999
$1K ﹤0.01%
+50
3000
$1K ﹤0.01%
+61
118 119
120
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