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
401
$5.31M 0.01%
70,352
+4,714
402
$5.3M 0.01%
221,785
+59,521
403
$5.29M 0.01%
18,414
+311
404
$5.29M 0.01%
119,858
+99,638
405
$5.29M 0.01%
38,031
-793
406
$5.23M 0.01%
19,390
+2,597
407
$5.2M 0.01%
61,212
+33,410
408
$5.18M 0.01%
96,996
+93,900
409
$5.17M 0.01%
26,711
+2,169
410
$5.13M 0.01%
92,786
+26,244
411
$5.11M 0.01%
27,669
+26,448
412
$5.1M 0.01%
19,363
+253
413
$5.07M 0.01%
39,873
-3,612
414
$5.03M 0.01%
164,656
+5,930
415
$5.03M 0.01%
451,874
+60,222
416
$4.99M 0.01%
118,425
-34,800
417
$4.98M 0.01%
27,318
-199
418
$4.96M 0.01%
193,028
+177,854
419
$4.96M 0.01%
228,203
-360,524
420
$4.93M 0.01%
95,583
+14,712
421
$4.88M 0.01%
99,220
+98,332
422
$4.88M 0.01%
51,376
+356
423
$4.84M 0.01%
131,525
+38,317
424
$4.83M 0.01%
42,406
+2,153
425
$4.8M 0.01%
24,440
+1,462
15 16
17
18 19