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
426
$4.79M 0.01%
82,482
-32,877
427
$4.76M 0.01%
71,732
+5,267
428
$4.76M 0.01%
19,776
-470
429
$4.72M 0.01%
540,109
-4,378
430
$4.7M 0.01%
162,634
+142,446
431
$4.69M 0.01%
54,262
+13,723
432
$4.67M 0.01%
288,060
+10,687
433
$4.67M 0.01%
93,221
-106,570
434
$4.67M 0.01%
77,222
+68,029
435
$4.63M 0.01%
59,711
+32,222
436
$4.63M 0.01%
178,621
+9,124
437
$4.57M 0.01%
145,855
+26,014
438
$4.54M 0.01%
47,783
-2,292
439
$4.51M 0.01%
101,846
-68,484
440
$4.5M 0.01%
7,070
+974
441
$4.49M 0.01%
173,267
+23,154
442
$4.48M 0.01%
60,918
-3,635
443
$4.48M 0.01%
208,753
+1,736
444
$4.48M 0.01%
89,038
+88,481
445
$4.48M 0.01%
154,696
+8,139
446
$4.47M 0.01%
303,429
+7,221
447
$4.47M 0.01%
77,940
+54,028
448
$4.46M 0.01%
63,722
-8,842
449
$4.41M 0.01%
69,857
+1,132
450
$4.4M 0.01%
34,717
-1,133
16 17
18
19 20