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
$66.1B
AUM Growth
+$8.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$858M
2
+$628M
3
+$529M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$412M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$215M

Top Sells

1
+$1.23B
2
+$627M
3
+$76.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$24.8M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$24.4M

Sector Composition

1 Technology 2.41%
2 Financials 1.35%
3 Healthcare 1.33%
4 Consumer Discretionary 1.05%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$3.83M 0.01%
38,517
-2,644
527
$3.78M 0.01%
84,127
-11,499
528
$3.78M 0.01%
47,883
+43,763
529
$3.67M 0.01%
126,885
-14,043
530
$3.64M 0.01%
69,934
+3,542
531
$3.63M 0.01%
80,575
+78,584
532
$3.61M 0.01%
145,936
+145,136
533
$3.59M 0.01%
34,533
+1,058
534
$3.57M 0.01%
85,826
+58,211
535
$3.54M 0.01%
63,798
-8,343
536
$3.53M 0.01%
78,460
-4,680
537
$3.49M 0.01%
10,391
+2,801
538
$3.47M 0.01%
69,407
-8,409
539
$3.47M 0.01%
19,300
-533
540
$3.45M 0.01%
40,125
+34,313
541
$3.44M 0.01%
47,864
+1,792
542
$3.42M 0.01%
23,828
+315
543
$3.4M 0.01%
44,960
+9,441
544
$3.39M 0.01%
39,185
+16,217
545
$3.39M 0.01%
44,904
-10,190
546
$3.38M 0.01%
86,814
+1,740
547
$3.38M 0.01%
54,476
+4,125
548
$3.37M 0.01%
29,872
+468
549
$3.35M 0.01%
9,429
+3,939
550
$3.35M 0.01%
267,153
20 21
22
23 24