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
776
$1.18M ﹤0.01%
9,255
+1,912
777
$1.18M ﹤0.01%
35,120
+1,897
778
$1.17M ﹤0.01%
8,909
+132
779
$1.17M ﹤0.01%
5,808
+463
780
$1.17M ﹤0.01%
25,271
+6,227
781
$1.17M ﹤0.01%
45,710
+10,121
782
$1.17M ﹤0.01%
901
+51
783
$1.16M ﹤0.01%
12,436
-169
784
$1.16M ﹤0.01%
99,527
+36,235
785
$1.16M ﹤0.01%
40,339
+31,204
786
$1.15M ﹤0.01%
70,130
-10,235
787
$1.14M ﹤0.01%
16,057
+2,853
788
$1.13M ﹤0.01%
29,500
+17,287
789
$1.13M ﹤0.01%
24,410
-8,042
790
$1.13M ﹤0.01%
18,446
-809
791
$1.13M ﹤0.01%
25,319
+693
792
$1.13M ﹤0.01%
48,888
+14,002
793
$1.13M ﹤0.01%
5,184
+217
794
$1.12M ﹤0.01%
95,900
-15,029
795
$1.12M ﹤0.01%
15,975
-209
796
$1.12M ﹤0.01%
18,179
-107
797
$1.12M ﹤0.01%
3,571
-4,612
798
$1.11M ﹤0.01%
19,780
+296
799
$1.11M ﹤0.01%
2,820
-222
800
$1.1M ﹤0.01%
4,530
-2,416
30 31
32
33 34