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
801
$1.1M ﹤0.01%
21,387
-1,940
802
$1.09M ﹤0.01%
239,834
+68,189
803
$1.09M ﹤0.01%
58,189
+2,660
804
$1.08M ﹤0.01%
7,893
+272
805
$1.08M ﹤0.01%
16,334
+1
806
$1.08M ﹤0.01%
12,029
+1,481
807
$1.08M ﹤0.01%
4,560
-932
808
$1.07M ﹤0.01%
19,199
+7,180
809
$1.07M ﹤0.01%
43,051
+4,938
810
$1.05M ﹤0.01%
14,535
-745
811
$1.04M ﹤0.01%
16,550
+1,219
812
$1.03M ﹤0.01%
23,277
+10,796
813
$1.02M ﹤0.01%
6,580
+546
814
$1.02M ﹤0.01%
35,610
+10,530
815
$1.02M ﹤0.01%
7,170
-620
816
$1.01M ﹤0.01%
8,358
-90
817
$1.01M ﹤0.01%
96,903
-5,296
818
$1.01M ﹤0.01%
49,615
-277,222
819
$1.01M ﹤0.01%
+47,281
820
$1.01M ﹤0.01%
30,731
+1,959
821
$1M ﹤0.01%
28,074
+625
822
$995K ﹤0.01%
27,663
-50,837
823
$994K ﹤0.01%
5,621
+2,269
824
$993K ﹤0.01%
27,916
+143
825
$988K ﹤0.01%
48,595
-350
31 32
33
34 35