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
351
$7.07M 0.01%
+325,522
352
$7.06M 0.01%
33,614
-1,804
353
$7.06M 0.01%
46,525
+37,885
354
$7.03M 0.01%
+292,989
355
$6.95M 0.01%
222,475
+100,740
356
$6.91M 0.01%
30,404
-258
357
$6.84M 0.01%
17,740
+333
358
$6.83M 0.01%
132,874
-17,741
359
$6.75M 0.01%
74,031
-54,751
360
$6.75M 0.01%
27,494
-603
361
$6.62M 0.01%
142,758
+80,232
362
$6.6M 0.01%
476,771
-124,281
363
$6.52M 0.01%
18,576
+16,043
364
$6.52M 0.01%
56,106
-6,614
365
$6.5M 0.01%
104,744
+4,260
366
$6.44M 0.01%
43,496
+1,714
367
$6.4M 0.01%
50,788
+2,833
368
$6.37M 0.01%
89,285
-38,888
369
$6.34M 0.01%
201,453
+23,860
370
$6.3M 0.01%
172,675
371
$6.21M 0.01%
64,806
+182
372
$6.16M 0.01%
138,603
+120,011
373
$6.11M 0.01%
93,453
+5,810
374
$6.09M 0.01%
326,946
+7,288
375
$6.05M 0.01%
223,905
-193,234
13 14
15
16 17