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
3201
– –
-18,153
3202
– –
-190
3203
$0 ﹤0.01%
+31
3204
$0 ﹤0.01%
+1
3205
– –
-20
3206
$0 ﹤0.01%
48
3207
– –
-20
3208
– –
-33
3209
$0 ﹤0.01%
5
-113
3210
– –
-250
3211
– –
-16
3212
– –
-743
3213
$0 ﹤0.01%
+2
3214
$0 ﹤0.01%
6
3215
– –
-3,500
3216
– –
-1,108
3217
$0 ﹤0.01%
+4
3218
$0 ﹤0.01%
1
-349
3219
– –
-76
3220
$0 ﹤0.01%
12
3221
$0 ﹤0.01%
3
3222
$0 ﹤0.01%
22
3223
– –
-210
3224
– –
-500
3225
– –
-20
127 128
129
130 131