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
476
$3.91M 0.01%
144,031
-29,525
477
$3.91M 0.01%
26,744
+10
478
$3.91M 0.01%
136,488
+5,074
479
$3.9M 0.01%
87,933
+39,219
480
$3.89M 0.01%
69,588
-1,102
481
$3.87M 0.01%
65,227
+43,245
482
$3.85M 0.01%
14,119
+154
483
$3.84M 0.01%
122,907
+12,777
484
$3.83M 0.01%
34,824
+20,234
485
$3.81M 0.01%
101,758
+78,516
486
$3.8M 0.01%
100,289
+4,642
487
$3.8M 0.01%
138,126
+121,603
488
$3.78M 0.01%
+46,834
489
$3.78M 0.01%
97,510
-9,185
490
$3.75M 0.01%
53,718
+4,077
491
$3.75M 0.01%
312,056
492
$3.72M 0.01%
52,151
+4,042
493
$3.72M 0.01%
159,788
+156,597
494
$3.71M 0.01%
130,661
+12,101
495
$3.69M 0.01%
21,370
+226
496
$3.64M 0.01%
79,423
+6,819
497
$3.6M 0.01%
23,487
+1,149
498
$3.56M 0.01%
44,531
+11,144
499
$3.53M 0.01%
31,206
+254
500
$3.53M 0.01%
30,941
-1,159
18 19
20
21 22