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
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.12M 0.01%
54,007
+4,825
302
$3.1M 0.01%
72,060
+8,600
303
$3.1M 0.01%
288,533
-10,773
304
$3.05M 0.01%
61,009
-18,671
305
$3.04M 0.01%
38,106
-2,701
306
$3.03M 0.01%
104,289
+6,190
307
$2.95M 0.01%
21,519
+124
308
$2.91M 0.01%
81,425
+5,600
309
$2.89M 0.01%
17,090
+2,001
310
$2.88M 0.01%
22,738
+1,102
311
$2.84M 0.01%
56,370
-211,885
312
$2.82M 0.01%
45,052
+2,358
313
$2.81M 0.01%
52,052
+1,579
314
$2.77M 0.01%
43,753
+3,961
315
$2.73M 0.01%
14,438
-6,942
316
$2.72M 0.01%
19,445
+17,666
317
$2.7M 0.01%
103,712
+2,060
318
$2.7M 0.01%
57,432
-9,066
319
$2.65M 0.01%
257,923
+6,710
320
$2.65M 0.01%
24,564
+3,126
321
$2.65M 0.01%
56,858
+15,235
322
$2.63M 0.01%
131,513
+6,713
323
$2.63M 0.01%
43,946
+8,875
324
$2.62M 0.01%
177,996
-2,258
325
$2.6M 0.01%
15,752
+783
11 12
13
14 15