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
51
$130M 0.22%
593,467
+39,366
52
$121M 0.21%
2,560,619
+485,752
53
$117M 0.2%
657,172
+77,803
54
$108M 0.19%
1,791,662
-5,228
55
$105M 0.18%
807,957
+247,359
56
$103M 0.18%
1,696,488
+91,292
57
$103M 0.18%
200,233
+10,391
58
$102M 0.18%
332,694
-29,344
59
$102M 0.17%
2,225,129
+1,642,075
60
$99.6M 0.17%
6,570,770
+890,210
61
$98.8M 0.17%
681,220
+18,009
62
$98.7M 0.17%
1,285,850
-32,192
63
$97.2M 0.17%
862,809
+39,652
64
$94.7M 0.16%
1,889,807
+733,361
65
$93.4M 0.16%
342,064
+24,612
66
$89.9M 0.15%
1,886,061
-72,335
67
$88.7M 0.15%
847,456
+588,151
68
$87.9M 0.15%
446,607
+18,610
69
$86.7M 0.15%
1,962,173
+189,953
70
$86.1M 0.15%
598,986
+75,395
71
$84.7M 0.15%
1,009,056
+66,832
72
$81.2M 0.14%
481,890
+6,640
73
$80.7M 0.14%
1,528,755
+115,104
74
$78.7M 0.14%
164,216
+11,194
75
$74.4M 0.13%
235,813
+10,216
1 2
3
4 5