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
3026
$1K ﹤0.01%
+64
3027
$1K ﹤0.01%
35
-238
3028
$1K ﹤0.01%
+2
3029
$1K ﹤0.01%
8
3030
$1K ﹤0.01%
73
3031
$1K ﹤0.01%
100
-200
3032
$1K ﹤0.01%
+10,000
3033
$1K ﹤0.01%
+43
3034
$1K ﹤0.01%
+200
3035
$1K ﹤0.01%
+2,000
3036
$1K ﹤0.01%
87
-33
3037
$1K ﹤0.01%
+15
3038
$1K ﹤0.01%
+21
3039
– –
-37
3040
– –
-2,468
3041
– –
-140
3042
– –
-4,811
3043
– –
-110
3044
$0 ﹤0.01%
292
3045
– –
0
3046
– –
-2
3047
– –
-531
3048
– –
0
3049
– –
-700
3050
– –
-7
120 121
122
123 124