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
301
$12.2M 0.02%
193,540
+5,269
302
$12.2M 0.02%
660,230
+125,275
303
$12.1M 0.02%
170,140
-80,460
304
$12.1M 0.02%
69,670
+1,961
305
$12M 0.02%
440,308
+139,310
306
$11.9M 0.02%
494,410
+332,050
307
$11.9M 0.02%
225,563
-18,786
308
$11.8M 0.02%
155,896
-1,123
309
$11.8M 0.02%
201,039
-10,431
310
$11.7M 0.02%
93,341
-5,644
311
$11.6M 0.02%
254,777
-111,619
312
$11.6M 0.02%
137,862
+9,642
313
$11.5M 0.02%
57,942
+885
314
$11.5M 0.02%
498,401
+252,790
315
$11.4M 0.02%
53,970
-196
316
$11.4M 0.02%
230,771
-8,418
317
$11.3M 0.02%
462,214
+352,064
318
$11.1M 0.02%
121,266
+65,537
319
$11.1M 0.02%
48,462
+37,581
320
$11M 0.02%
74,069
-6,290
321
$10.8M 0.02%
303,359
-47,421
322
$10.8M 0.02%
43,361
-122
323
$10.7M 0.02%
541,310
-173,798
324
$10.6M 0.02%
209,456
+16,655
325
$10.5M 0.02%
184,473
+15,574
11 12
13
14 15