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
$66.1B
AUM Growth
+$8.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$858M
2
+$628M
3
+$529M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$412M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$215M

Top Sells

1
+$1.23B
2
+$627M
3
+$76.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$24.8M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$24.4M

Sector Composition

1 Technology 2.41%
2 Financials 1.35%
3 Healthcare 1.33%
4 Consumer Discretionary 1.05%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3201
$6 ﹤0.01%
3
3202
– –
0
3203
$5 ﹤0.01%
1
-3,257
3204
$5 ﹤0.01%
1
3205
– –
0
3206
$4 ﹤0.01%
+1
3207
$4 ﹤0.01%
1
3208
$3 ﹤0.01%
2
+1
3209
– –
0
3210
$2 ﹤0.01%
+1
3211
– –
0
3212
– –
0
3213
$2 ﹤0.01%
3
-250
3214
$2 ﹤0.01%
+1
3215
– –
0
3216
$1 ﹤0.01%
+2
3217
$1 ﹤0.01%
1
3218
$1 ﹤0.01%
10
3219
– –
0
3220
– –
-14
3221
– –
-7,477
3222
– –
-5,088
3223
– –
-510
3224
– –
-2,351
3225
– –
-42
127 128
129
130 131