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
651
$1.78M ﹤0.01%
22,688
-4,347
652
$1.74M ﹤0.01%
36,160
-38,473
653
$1.74M ﹤0.01%
139,202
-200,325
654
$1.73M ﹤0.01%
18,013
-2,594
655
$1.73M ﹤0.01%
28,396
-82,666
656
$1.73M ﹤0.01%
26,868
-2,966
657
$1.72M ﹤0.01%
157,071
-13,654
658
$1.71M ﹤0.01%
38,675
+4,494
659
$1.71M ﹤0.01%
24,428
+9,343
660
$1.71M ﹤0.01%
26,271
+19,158
661
$1.71M ﹤0.01%
42,772
+8,082
662
$1.7M ﹤0.01%
23,423
+4,469
663
$1.68M ﹤0.01%
11,927
+762
664
$1.68M ﹤0.01%
28,156
-42,241
665
$1.68M ﹤0.01%
3,123
-234
666
$1.67M ﹤0.01%
143,196
-18,424
667
$1.66M ﹤0.01%
69,506
+63,597
668
$1.66M ﹤0.01%
23,155
+2,989
669
$1.65M ﹤0.01%
18,698
-25,241
670
$1.65M ﹤0.01%
18,400
+13,894
671
$1.65M ﹤0.01%
33,567
+29,896
672
$1.63M ﹤0.01%
66,060
+4,022
673
$1.63M ﹤0.01%
76,811
-3,281
674
$1.63M ﹤0.01%
3,473
+602
675
$1.62M ﹤0.01%
6,794
-3,623
25 26
27
28 29