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
676
$1.61M ﹤0.01%
10,120
+3,328
677
$1.61M ﹤0.01%
30,217
+12,083
678
$1.6M ﹤0.01%
16,570
+5,484
679
$1.6M ﹤0.01%
25,879
-94
680
$1.59M ﹤0.01%
24,438
-439
681
$1.59M ﹤0.01%
27,083
+23,626
682
$1.59M ﹤0.01%
128,529
-20,088
683
$1.58M ﹤0.01%
35,072
+3,830
684
$1.58M ﹤0.01%
27,514
+20,165
685
$1.58M ﹤0.01%
17,062
+1,729
686
$1.57M ﹤0.01%
11,586
-376
687
$1.57M ﹤0.01%
36,247
+137
688
$1.57M ﹤0.01%
22,150
-4,812
689
$1.56M ﹤0.01%
86,160
-171,237
690
$1.56M ﹤0.01%
18,602
-513
691
$1.55M ﹤0.01%
43,761
+6,315
692
$1.55M ﹤0.01%
35,184
+2,713
693
$1.55M ﹤0.01%
11,679
+7,685
694
$1.54M ﹤0.01%
8,024
-16,425
695
$1.54M ﹤0.01%
29,095
-6,779
696
$1.53M ﹤0.01%
138,182
-28,439
697
$1.53M ﹤0.01%
18,024
-786
698
$1.52M ﹤0.01%
74,225
+4,089
699
$1.51M ﹤0.01%
36,786
+23,607
700
$1.51M ﹤0.01%
22,520
+7,373
26 27
28
29 30