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
3001
$1K ﹤0.01%
44
-92
3002
$1K ﹤0.01%
+100
3003
$1K ﹤0.01%
76
-1,010
3004
$1K ﹤0.01%
+36
3005
$1K ﹤0.01%
+2
3006
$1K ﹤0.01%
28
3007
$1K ﹤0.01%
1,000
3008
$1K ﹤0.01%
+800
3009
$1K ﹤0.01%
+16
3010
$1K ﹤0.01%
64
+6
3011
$1K ﹤0.01%
+35
3012
$1K ﹤0.01%
141
+1
3013
$1K ﹤0.01%
145
3014
$1K ﹤0.01%
+27
3015
$1K ﹤0.01%
+47
3016
$1K ﹤0.01%
35
3017
$1K ﹤0.01%
30
-602
3018
$1K ﹤0.01%
41
-157,406
3019
$1K ﹤0.01%
13
3020
$1K ﹤0.01%
+28
3021
$1K ﹤0.01%
15
-807
3022
$1K ﹤0.01%
65
3023
$1K ﹤0.01%
+19
3024
$1K ﹤0.01%
+37
3025
$1K ﹤0.01%
155
119 120
121
122 123