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
$58.2B
AUM Growth
-$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,631
New
Increased
Reduced
Closed

Top Buys

1
+$564M
2
+$274M
3
+$242M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$236M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$170M

Top Sells

1
+$116M
2
+$105M
3
+$51.8M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$49.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$31.9M

Sector Composition

1 Technology 2.65%
2 Financials 1.38%
3 Healthcare 1.35%
4 Consumer Discretionary 1.15%
5 Communication Services 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9.29M 0.02%
250,951
+14,387
302
$9.26M 0.02%
259,026
-45,645
303
$9.22M 0.02%
52,933
+391
304
$9.2M 0.02%
84,987
+2,080
305
$9.13M 0.02%
19,087
+1,724
306
$9.03M 0.02%
91,015
+36,631
307
$8.99M 0.02%
126,435
+81,452
308
$8.99M 0.02%
223,517
+22,549
309
$8.89M 0.02%
224,038
+72,607
310
$8.88M 0.02%
65,271
-457
311
$8.88M 0.02%
557,597
+15,067
312
$8.82M 0.02%
109,347
+2,212
313
$8.74M 0.02%
190,005
+1,550
314
$8.72M 0.02%
74,158
+33,636
315
$8.58M 0.01%
270,261
-38,014
316
$8.54M 0.01%
17,967
+31
317
$8.38M 0.01%
111,548
-8,475
318
$8.37M 0.01%
372,467
+15,612
319
$8.32M 0.01%
119,083
-37,446
320
$8.26M 0.01%
36,435
-14,022
321
$8.19M 0.01%
157,479
+156,185
322
$8.18M 0.01%
172,489
+18,625
323
$8.17M 0.01%
397,466
+91,066
324
$8.1M 0.01%
90,831
+21,083
325
$8.04M 0.01%
246,341
+154,881
11 12
13
14 15