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
376
$6.03M 0.01%
38,198
+1,492
377
$6M 0.01%
52,211
-187,018
378
$5.99M 0.01%
190,154
+28,411
379
$5.97M 0.01%
67,015
+54,300
380
$5.94M 0.01%
29,580
-65,624
381
$5.88M 0.01%
168,479
+14,238
382
$5.88M 0.01%
103,599
-33,820
383
$5.85M 0.01%
70,551
+1,598
384
$5.84M 0.01%
69,093
+9,345
385
$5.84M 0.01%
85,545
+9,901
386
$5.83M 0.01%
170,565
+73,269
387
$5.78M 0.01%
55,398
-7,246
388
$5.76M 0.01%
197,184
+1,930
389
$5.66M 0.01%
72,740
+36,501
390
$5.66M 0.01%
20,220
+4,915
391
$5.64M 0.01%
3,227
+50
392
$5.63M 0.01%
73,204
-37,390
393
$5.63M 0.01%
47,860
+4,062
394
$5.62M 0.01%
112,677
-529,145
395
$5.55M 0.01%
95,508
+22,060
396
$5.53M 0.01%
196,128
+78,035
397
$5.49M 0.01%
40,632
+4,517
398
$5.49M 0.01%
33,595
+177
399
$5.47M 0.01%
27,476
-27
400
$5.32M 0.01%
13
-7
14 15
16
17 18