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
501
$3.51M 0.01%
90,087
+2,491
502
$3.5M 0.01%
10,745
-2,340
503
$3.49M 0.01%
129,283
-10,684
504
$3.42M 0.01%
146,599
-26,176
505
$3.4M 0.01%
270,854
+207,507
506
$3.39M 0.01%
85,564
+2,812
507
$3.38M 0.01%
25,414
+97
508
$3.37M 0.01%
80,222
-6,134
509
$3.35M 0.01%
116,781
+26,102
510
$3.35M 0.01%
199,786
+7,194
511
$3.29M 0.01%
45,804
-72
512
$3.28M 0.01%
49,599
+2,308
513
$3.27M 0.01%
40,897
-23,958
514
$3.27M 0.01%
39,725
+1,961
515
$3.26M 0.01%
64,753
+18,588
516
$3.26M 0.01%
58,585
+9,657
517
$3.24M 0.01%
44,816
+4,166
518
$3.19M 0.01%
63,678
+60,013
519
$3.18M 0.01%
24,476
+7,697
520
$3.17M 0.01%
42,242
-2,268
521
$3.17M 0.01%
34,630
+3,771
522
$3.16M 0.01%
82,864
-22,533
523
$3.14M 0.01%
128,817
-1,204
524
$3.11M 0.01%
63,139
+4,391
525
$3.09M 0.01%
115,594
+99,933
19 20
21
22 23