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
326
$8.02M 0.01%
84,834
+67,095
327
$7.92M 0.01%
131,152
+3,130
328
$7.92M 0.01%
130,487
+37,916
329
$7.9M 0.01%
378,426
+8,247
330
$7.8M 0.01%
179,277
+28,266
331
$7.79M 0.01%
208,074
+26,775
332
$7.78M 0.01%
97,437
+17,452
333
$7.77M 0.01%
136,200
+18,779
334
$7.75M 0.01%
183,464
+7,710
335
$7.74M 0.01%
70,098
+9,785
336
$7.66M 0.01%
966,660
-106,426
337
$7.63M 0.01%
95,938
+1,664
338
$7.59M 0.01%
33,383
-32,275
339
$7.59M 0.01%
433,830
+61,360
340
$7.58M 0.01%
223,311
+11,508
341
$7.57M 0.01%
108,346
+1,909
342
$7.55M 0.01%
603,818
+37,088
343
$7.5M 0.01%
169,643
-6,363
344
$7.47M 0.01%
116,289
-6,313
345
$7.46M 0.01%
113,764
+1,429
346
$7.37M 0.01%
109,189
+16,607
347
$7.36M 0.01%
251,470
-122,164
348
$7.26M 0.01%
424,330
+75,140
349
$7.1M 0.01%
91,204
+57,607
350
$7.09M 0.01%
78,117
-7,274
12 13
14
15 16