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
701
$1.5M ﹤0.01%
21,005
-237
702
$1.49M ﹤0.01%
35,841
-21,298
703
$1.49M ﹤0.01%
32,242
-63,858
704
$1.49M ﹤0.01%
22,527
+449
705
$1.48M ﹤0.01%
59,586
-39,831
706
$1.48M ﹤0.01%
77,651
+19,630
707
$1.48M ﹤0.01%
62,501
+7,717
708
$1.47M ﹤0.01%
23,225
+3,258
709
$1.47M ﹤0.01%
39,077
+1,606
710
$1.47M ﹤0.01%
11,566
+2,820
711
$1.47M ﹤0.01%
8,137
+293
712
$1.46M ﹤0.01%
9,760
+460
713
$1.46M ﹤0.01%
53,826
+535
714
$1.46M ﹤0.01%
23,071
+549
715
$1.46M ﹤0.01%
5,171
+3,952
716
$1.45M ﹤0.01%
10,876
-991
717
$1.45M ﹤0.01%
45,920
+6,669
718
$1.44M ﹤0.01%
11,136
-9,155
719
$1.43M ﹤0.01%
7,240
+1,041
720
$1.43M ﹤0.01%
10,745
+2,100
721
$1.42M ﹤0.01%
7,599
+742
722
$1.42M ﹤0.01%
16,546
+11,747
723
$1.4M ﹤0.01%
10,914
+348
724
$1.39M ﹤0.01%
31,202
-1,617
725
$1.38M ﹤0.01%
105,789
-1,716
27 28
29
30 31