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
3051
– –
-59
3052
– –
-7
3053
– –
-36
3054
– –
-483
3055
– –
-1,750
3056
– –
-481
3057
– –
-1,141
3058
– –
-10
3059
– –
-32
3060
– –
-137
3061
– –
-92
3062
– –
-350
3063
$0 ﹤0.01%
50
3064
– –
0
3065
$0 ﹤0.01%
+3
3066
$0 ﹤0.01%
3
-29
3067
– –
-200
3068
– –
-750
3069
$0 ﹤0.01%
1
-2,314
3070
$0 ﹤0.01%
18
-79
3071
– –
0
3072
– –
-84
3073
– –
-852
3074
$0 ﹤0.01%
+1
3075
$0 ﹤0.01%
36
121 122
123
124 125