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
551
$2.68M ﹤0.01%
62,399
+12,174
552
$2.67M ﹤0.01%
267,153
553
$2.65M ﹤0.01%
28,388
+100
554
$2.65M ﹤0.01%
64,942
-91,555
555
$2.64M ﹤0.01%
31,455
-4,011
556
$2.6M ﹤0.01%
24,923
-9,263
557
$2.59M ﹤0.01%
251,015
+247,108
558
$2.59M ﹤0.01%
89,940
-125,882
559
$2.58M ﹤0.01%
26,380
+14,931
560
$2.58M ﹤0.01%
50,781
-29,010
561
$2.58M ﹤0.01%
40,177
-7,793
562
$2.58M ﹤0.01%
54,464
-4,611
563
$2.58M ﹤0.01%
9,147
-433
564
$2.56M ﹤0.01%
136,951
-3,281
565
$2.55M ﹤0.01%
11,440
+4,156
566
$2.53M ﹤0.01%
17,913
+10,220
567
$2.53M ﹤0.01%
3,851
-438
568
$2.51M ﹤0.01%
32,326
+3,344
569
$2.48M ﹤0.01%
10,065
-469
570
$2.48M ﹤0.01%
196,158
+20,391
571
$2.45M ﹤0.01%
39,835
+1,422
572
$2.44M ﹤0.01%
134,772
+12,464
573
$2.44M ﹤0.01%
54,240
-16,042
574
$2.43M ﹤0.01%
54,159
+22,480
575
$2.43M ﹤0.01%
272,357
+256,168
21 22
23
24 25