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
3,630
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
3276
$0 ﹤0.01%
1
3277
$0 ﹤0.01%
16
3278
– –
-7
3279
$0 ﹤0.01%
53
+3
3280
$0 ﹤0.01%
5
-4
3281
– –
-116
3282
$0 ﹤0.01%
13
3283
– –
-20
3284
$0 ﹤0.01%
+8
3285
– –
-6,000
3286
– –
-81
3287
$0 ﹤0.01%
242
3288
– –
-145
3289
– –
0
3290
$0 ﹤0.01%
7
-30
3291
$0 ﹤0.01%
104
3292
– –
-50
3293
$0 ﹤0.01%
37
+31
3294
$0 ﹤0.01%
3
3295
– –
-2,239
3296
– –
-1,500
3297
$0 ﹤0.01%
+70
3298
$0 ﹤0.01%
100
-65
3299
– –
-363
3300
$0 ﹤0.01%
4
130 131
132
133 134