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
451
$4.36M 0.01%
93,678
+88,650
452
$4.36M 0.01%
74,132
+47,208
453
$4.36M 0.01%
125,311
+24,411
454
$4.34M 0.01%
78,506
+4,837
455
$4.34M 0.01%
92,835
+10,178
456
$4.34M 0.01%
27,962
-3,153
457
$4.33M 0.01%
119,862
+114,231
458
$4.33M 0.01%
88,949
+9,244
459
$4.32M 0.01%
77,448
+4,524
460
$4.27M 0.01%
69,069
+2,676
461
$4.26M 0.01%
103,102
+102,548
462
$4.25M 0.01%
361,662
+101,529
463
$4.23M 0.01%
176,588
-94,722
464
$4.17M 0.01%
70,955
+27,188
465
$4.16M 0.01%
166,838
-3,060
466
$4.13M 0.01%
81,139
+78,460
467
$4.12M 0.01%
51,390
+1,838
468
$4.11M 0.01%
218,228
-31,476
469
$4.09M 0.01%
42,674
-608
470
$4.08M 0.01%
71,145
+1,107
471
$4.06M 0.01%
42,397
+997
472
$4.06M 0.01%
23,996
+3,406
473
$4.04M 0.01%
15,846
+6,601
474
$4.02M 0.01%
57,455
-90,777
475
$3.98M 0.01%
86,799
+13,027
17 18
19
20 21