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
876
$838K ﹤0.01%
69,664
-124,622
877
$827K ﹤0.01%
12,688
+2,604
878
$827K ﹤0.01%
12,236
+1,660
879
$826K ﹤0.01%
14,423
-1,019
880
$825K ﹤0.01%
77,058
-34,843
881
$825K ﹤0.01%
56,382
-253,089
882
$821K ﹤0.01%
31,066
-631
883
$813K ﹤0.01%
9,318
-1,089
884
$810K ﹤0.01%
125,542
-102,596
885
$796K ﹤0.01%
6,538
-1,196
886
$792K ﹤0.01%
7,531
-837
887
$791K ﹤0.01%
6,977
-83
888
$791K ﹤0.01%
5,294
+700
889
$786K ﹤0.01%
50,478
+2,759
890
$785K ﹤0.01%
11,200
+453
891
$782K ﹤0.01%
18,306
+3,183
892
$779K ﹤0.01%
25,599
-207
893
$779K ﹤0.01%
+34,638
894
$777K ﹤0.01%
16,088
-5,688
895
$776K ﹤0.01%
16,259
-2,677
896
$771K ﹤0.01%
12,692
+1,333
897
$770K ﹤0.01%
4,537
-262
898
$766K ﹤0.01%
1,992
+325
899
$765K ﹤0.01%
16,702
+746
900
$765K ﹤0.01%
4,452
+173
34 35
36
37 38