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
751
$1.28M ﹤0.01%
19,205
+2,663
752
$1.28M ﹤0.01%
21,675
-5,482
753
$1.28M ﹤0.01%
34,803
+5,810
754
$1.28M ﹤0.01%
14,070
-3,202
755
$1.27M ﹤0.01%
28,865
+7
756
$1.26M ﹤0.01%
30,198
+1,602
757
$1.26M ﹤0.01%
40,507
+567
758
$1.25M ﹤0.01%
14,644
-300
759
$1.25M ﹤0.01%
242,792
-6,814
760
$1.25M ﹤0.01%
8,142
-771
761
$1.25M ﹤0.01%
26,360
+4,134
762
$1.25M ﹤0.01%
124,768
+15,038
763
$1.25M ﹤0.01%
48,306
+8,964
764
$1.25M ﹤0.01%
23,898
-94,988
765
$1.24M ﹤0.01%
37,149
+3,596
766
$1.22M ﹤0.01%
9,324
-369
767
$1.22M ﹤0.01%
23,470
+491
768
$1.22M ﹤0.01%
103,448
-6,396
769
$1.21M ﹤0.01%
16,692
770
$1.2M ﹤0.01%
23,945
+17,253
771
$1.2M ﹤0.01%
7,774
+828
772
$1.2M ﹤0.01%
81,938
773
$1.2M ﹤0.01%
6,949
+552
774
$1.19M ﹤0.01%
132,577
+40,399
775
$1.19M ﹤0.01%
16,694
-1,889
29 30
31
32 33