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
601
$2.19M ﹤0.01%
34,838
+1,361
602
$2.18M ﹤0.01%
98,296
-401
603
$2.17M ﹤0.01%
35,885
-22,735
604
$2.16M ﹤0.01%
61,313
+29,488
605
$2.16M ﹤0.01%
39,998
-1,258
606
$2.15M ﹤0.01%
23,460
+3,241
607
$2.14M ﹤0.01%
62,873
+6,372
608
$2.14M ﹤0.01%
8,998
-323
609
$2.13M ﹤0.01%
62,203
+10,874
610
$2.11M ﹤0.01%
119,137
-721
611
$2.1M ﹤0.01%
41,030
+2,608
612
$2.1M ﹤0.01%
83,874
-27,497
613
$2.08M ﹤0.01%
37,839
+9,046
614
$2.07M ﹤0.01%
9,914
+1,186
615
$2.06M ﹤0.01%
6,798
-166
616
$2.06M ﹤0.01%
+44,996
617
$2.06M ﹤0.01%
31,189
-26,931
618
$2.05M ﹤0.01%
35,292
+7,969
619
$2.04M ﹤0.01%
20,412
-3,546
620
$2.02M ﹤0.01%
10,111
-119
621
$2.01M ﹤0.01%
21,699
+237
622
$2M ﹤0.01%
46,246
+11,023
623
$2M ﹤0.01%
79,575
+1,583
624
$1.99M ﹤0.01%
80,534
+170
625
$1.99M ﹤0.01%
23,709
-136
23 24
25
26 27