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
526
$3.09M 0.01%
59,116
+9,851
527
$3.08M 0.01%
46,021
+309
528
$3.08M 0.01%
60,400
+802
529
$3.03M 0.01%
36,826
-3,227
530
$3.01M 0.01%
69,031
-64,964
531
$2.98M 0.01%
30,587
-4,443
532
$2.98M 0.01%
124,346
-19,312
533
$2.95M 0.01%
56,422
+7,770
534
$2.92M 0.01%
58,449
+2,227
535
$2.91M 0.01%
20,346
+13,572
536
$2.9M 0.01%
266,120
+36,156
537
$2.89M 0.01%
53,710
+5,590
538
$2.89M 0.01%
165,200
-9,413
539
$2.87M ﹤0.01%
53,920
+2,084
540
$2.86M ﹤0.01%
52,810
+23,607
541
$2.85M ﹤0.01%
51,674
+10,698
542
$2.84M ﹤0.01%
31,461
+21,801
543
$2.79M ﹤0.01%
103,831
+9,286
544
$2.78M ﹤0.01%
212,129
+53,782
545
$2.76M ﹤0.01%
62,590
+33,191
546
$2.75M ﹤0.01%
76,156
+6,436
547
$2.73M ﹤0.01%
24,028
-3,063
548
$2.69M ﹤0.01%
16,020
-342
549
$2.69M ﹤0.01%
100,460
-29,250
550
$2.68M ﹤0.01%
58,680
+6,245
20 21
22
23 24