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
851
$897K ﹤0.01%
78,253
-37,246
852
$895K ﹤0.01%
35,829
+8,744
853
$892K ﹤0.01%
15,301
-18,172
854
$891K ﹤0.01%
9,615
+166
855
$884K ﹤0.01%
21,120
-12,261
856
$878K ﹤0.01%
3,669
+522
857
$878K ﹤0.01%
37,298
-162
858
$876K ﹤0.01%
15,380
+252
859
$875K ﹤0.01%
41,702
+25,744
860
$873K ﹤0.01%
6,869
-3,761
861
$870K ﹤0.01%
27,878
+8,321
862
$864K ﹤0.01%
12,368
-873
863
$862K ﹤0.01%
27,489
-97,790
864
$861K ﹤0.01%
47,117
-9,330
865
$859K ﹤0.01%
20,597
-28
866
$857K ﹤0.01%
7,560
-874
867
$856K ﹤0.01%
11,498
+342
868
$854K ﹤0.01%
28,383
+3,487
869
$853K ﹤0.01%
67,323
-6,313
870
$851K ﹤0.01%
18,539
-24
871
$851K ﹤0.01%
3,126
-366
872
$843K ﹤0.01%
52,271
+2,805
873
$842K ﹤0.01%
10,561
+3,946
874
$841K ﹤0.01%
1,851
-134
875
$839K ﹤0.01%
14,140
+6,828
33 34
35
36 37