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
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$115M 0.5%
1,292,720
+87,820
27
$107M 0.47%
1,004,835
+3,552
28
$107M 0.47%
995,511
+21,089
29
$107M 0.47%
681,683
-17,130
30
$104M 0.46%
885,394
+61,110
31
$104M 0.45%
2,104,501
+33,721
32
$89.6M 0.39%
592,031
+7,966
33
$84.9M 0.37%
422,710
+15,589
34
$84.4M 0.37%
859,945
+15,373
35
$84.4M 0.37%
650,369
-82,888
36
$83.4M 0.36%
760,285
+14,503
37
$77.3M 0.34%
2,113,801
+361,097
38
$75.5M 0.33%
1,379,056
+14,264
39
$72.1M 0.32%
1,486,320
+18,552
40
$69.9M 0.31%
1,188,480
+41,620
41
$69.4M 0.3%
267,426
+55,902
42
$69.1M 0.3%
477,742
-25,180
43
$68.8M 0.3%
1,233,283
+33,646
44
$65.2M 0.29%
1,338,908
+57,560
45
$63.3M 0.28%
512,332
-48,754
46
$61.5M 0.27%
356,274
-6,556
47
$57.6M 0.25%
376,981
-29,404
48
$57.2M 0.25%
3,097,581
+312,885
49
$53.8M 0.24%
531,901
+55,269
50
$50.4M 0.22%
194,609
+23,080
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