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
3126
– –
-1
3127
– –
-50
3128
– –
-21
3129
– –
-30
3130
– –
-15
3131
– –
-1,500
3132
– –
-13
3133
$0 ﹤0.01%
24
3134
– –
-9
3135
– –
-60
3136
– –
-124
3137
– –
-99
3138
– –
-96
3139
– –
-37
3140
– –
-6,272
3141
– –
-20
3142
– –
-142
3143
$0 ﹤0.01%
+45
3144
– –
-196
3145
– –
-424
3146
$0 ﹤0.01%
+1
3147
$0 ﹤0.01%
1
3148
$0 ﹤0.01%
25
3149
$0 ﹤0.01%
8
3150
– –
-4,560
124 125
126
127 128