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
526
$687K ﹤0.01%
51,023
+4,779
527
$686K ﹤0.01%
37,934
+33,843
528
$685K ﹤0.01%
8,072
-15
529
$685K ﹤0.01%
18,740
+1,290
530
$685K ﹤0.01%
1,669
+18
531
$681K ﹤0.01%
8,205
+7,529
532
$681K ﹤0.01%
79,667
-3,096
533
$680K ﹤0.01%
9,425
-2,296
534
$676K ﹤0.01%
19,147
+1,363
535
$673K ﹤0.01%
20,588
+2,076
536
$670K ﹤0.01%
5,237
+285
537
$669K ﹤0.01%
28,688
+3,950
538
$667K ﹤0.01%
38,764
+17,229
539
$667K ﹤0.01%
7,168
+315
540
$666K ﹤0.01%
51,701
+8,393
541
$665K ﹤0.01%
6,018
-981
542
$664K ﹤0.01%
7,811
+1,584
543
$663K ﹤0.01%
9,239
+233
544
$662K ﹤0.01%
5,590
+165
545
$660K ﹤0.01%
11,868
-22
546
$658K ﹤0.01%
7,012
+2,034
547
$657K ﹤0.01%
60,552
-3,050
548
$656K ﹤0.01%
13,760
+2,212
549
$654K ﹤0.01%
8,819
+408
550
$651K ﹤0.01%
43,868
+34,341
20 21
22
23 24