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
826
$978K ﹤0.01%
8,839
-740
827
$956K ﹤0.01%
30,047
+5,076
828
$952K ﹤0.01%
7,590
+721
829
$945K ﹤0.01%
22,155
+8,032
830
$944K ﹤0.01%
28,081
-908
831
$940K ﹤0.01%
22,192
+3,821
832
$938K ﹤0.01%
61,053
-33,865
833
$937K ﹤0.01%
15,989
+136
834
$934K ﹤0.01%
5,517
+121
835
$933K ﹤0.01%
11,703
+765
836
$933K ﹤0.01%
9,667
+519
837
$932K ﹤0.01%
26,929
+18,148
838
$931K ﹤0.01%
66,663
-6,662
839
$923K ﹤0.01%
34,506
+3,837
840
$922K ﹤0.01%
28,368
-3,451
841
$920K ﹤0.01%
3,715
+13
842
$917K ﹤0.01%
6,430
-208
843
$916K ﹤0.01%
10,833
+1,674
844
$915K ﹤0.01%
27,610
+1,997
845
$910K ﹤0.01%
75,663
-9,260
846
$909K ﹤0.01%
142,026
847
$909K ﹤0.01%
10,404
-10,546
848
$908K ﹤0.01%
14,915
+2,104
849
$905K ﹤0.01%
4,636
+8
850
$897K ﹤0.01%
147,997
+8,895
32 33
34
35 36