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
651
$449K ﹤0.01%
2,961
+50
652
$447K ﹤0.01%
15,666
-84
653
$447K ﹤0.01%
5,430
+888
654
$446K ﹤0.01%
10,915
-437
655
$444K ﹤0.01%
3,409
-293
656
$443K ﹤0.01%
23,471
+3,001
657
$443K ﹤0.01%
18,058
+2,610
658
$441K ﹤0.01%
15,050
-1,134
659
$439K ﹤0.01%
11,538
-620
660
$434K ﹤0.01%
15,782
-333
661
$434K ﹤0.01%
17,223
+1,007
662
$434K ﹤0.01%
2,528
+314
663
$432K ﹤0.01%
11,753
-70
664
$432K ﹤0.01%
6,870
+140
665
$432K ﹤0.01%
3,199
+214
666
$424K ﹤0.01%
20,076
-8
667
$418K ﹤0.01%
3,304
-16
668
$418K ﹤0.01%
1,223
+195
669
$414K ﹤0.01%
8,792
+46
670
$413K ﹤0.01%
20,458
+11,204
671
$413K ﹤0.01%
7,829
-1,725
672
$410K ﹤0.01%
3,445
-382
673
$407K ﹤0.01%
7,944
674
$406K ﹤0.01%
6,962
+328
675
$402K ﹤0.01%
14,931
-1,361
25 26
27
28 29