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
626
$1.98M ﹤0.01%
9,675
-346
627
$1.97M ﹤0.01%
60,308
-8,939
628
$1.97M ﹤0.01%
361,977
+246,330
629
$1.96M ﹤0.01%
47,201
+3,296
630
$1.95M ﹤0.01%
40,064
+1,218
631
$1.95M ﹤0.01%
26,277
-698,126
632
$1.94M ﹤0.01%
24,238
+6,142
633
$1.93M ﹤0.01%
19,037
+356
634
$1.92M ﹤0.01%
40,879
-6,511
635
$1.91M ﹤0.01%
22,632
+1,210
636
$1.91M ﹤0.01%
112,452
+16,296
637
$1.9M ﹤0.01%
12,744
-2,446
638
$1.88M ﹤0.01%
18,697
-9,124
639
$1.87M ﹤0.01%
111,163
+84,420
640
$1.87M ﹤0.01%
48,120
+3,070
641
$1.86M ﹤0.01%
41,630
+5,441
642
$1.85M ﹤0.01%
69,041
+3,923
643
$1.84M ﹤0.01%
46,497
+33,710
644
$1.83M ﹤0.01%
35,346
-104,646
645
$1.81M ﹤0.01%
70,590
+69,992
646
$1.81M ﹤0.01%
7,479
-1,463
647
$1.8M ﹤0.01%
44,227
+19,134
648
$1.79M ﹤0.01%
+133,589
649
$1.78M ﹤0.01%
18,966
+1,057
650
$1.78M ﹤0.01%
144,508
+26,434
24 25
26
27 28