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
601
$546K ﹤0.01%
16,908
602
$546K ﹤0.01%
13,130
-102
603
$542K ﹤0.01%
4,049
-97
604
$542K ﹤0.01%
35,324
-12,094
605
$541K ﹤0.01%
7,052
+107
606
$540K ﹤0.01%
15,724
-3,177
607
$531K ﹤0.01%
20,436
+6,632
608
$526K ﹤0.01%
18,955
-267
609
$526K ﹤0.01%
27,574
+9,559
610
$522K ﹤0.01%
4,075
+87
611
$518K ﹤0.01%
10,039
+1,522
612
$518K ﹤0.01%
9,528
+446
613
$517K ﹤0.01%
5,724
-544
614
$514K ﹤0.01%
30,773
-2,401
615
$512K ﹤0.01%
5,135
-12
616
$511K ﹤0.01%
11,664
-4,797
617
$509K ﹤0.01%
11,363
-645
618
$509K ﹤0.01%
13,259
+3,277
619
$507K ﹤0.01%
11,159
-2,602
620
$507K ﹤0.01%
10,095
-251
621
$503K ﹤0.01%
7,728
+863
622
$501K ﹤0.01%
11,148
+322
623
$500K ﹤0.01%
11,657
-1,043
624
$499K ﹤0.01%
4,019
+5
625
$497K ﹤0.01%
3,917
-517
23 24
25
26 27