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
726
$1.37M ﹤0.01%
4,654
+895
727
$1.37M ﹤0.01%
16,010
+9,706
728
$1.37M ﹤0.01%
6,515
-915
729
$1.36M ﹤0.01%
182,536
+141,567
730
$1.35M ﹤0.01%
12,017
+1,026
731
$1.35M ﹤0.01%
57,428
+2,944
732
$1.34M ﹤0.01%
45,789
-17,307
733
$1.34M ﹤0.01%
11,015
+475
734
$1.33M ﹤0.01%
27,871
+3,712
735
$1.33M ﹤0.01%
25,523
+1,228
736
$1.33M ﹤0.01%
138,974
+35,900
737
$1.33M ﹤0.01%
28,352
+592
738
$1.31M ﹤0.01%
11,911
+5,102
739
$1.31M ﹤0.01%
50,708
+3,984
740
$1.31M ﹤0.01%
20,029
+4,766
741
$1.3M ﹤0.01%
6,379
+516
742
$1.3M ﹤0.01%
13,684
-17
743
$1.3M ﹤0.01%
3,298
+197
744
$1.3M ﹤0.01%
41,535
-88,108
745
$1.3M ﹤0.01%
13,929
+520
746
$1.3M ﹤0.01%
87,899
+87,503
747
$1.3M ﹤0.01%
5,982
+150
748
$1.29M ﹤0.01%
23,217
+2,881
749
$1.29M ﹤0.01%
11,254
+4,545
750
$1.28M ﹤0.01%
16,779
+3,367
28 29
30
31 32