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
901
$764K ﹤0.01%
27,669
-5,075
902
$763K ﹤0.01%
7,595
-1,676
903
$763K ﹤0.01%
9,760
+592
904
$761K ﹤0.01%
15,936
+919
905
$757K ﹤0.01%
22,159
+17,000
906
$753K ﹤0.01%
8,321
-3,144
907
$749K ﹤0.01%
27,336
+13,224
908
$748K ﹤0.01%
82,449
-62,454
909
$747K ﹤0.01%
13,605
+859
910
$746K ﹤0.01%
10,850
+838
911
$745K ﹤0.01%
10,135
+948
912
$742K ﹤0.01%
1,585
-310
913
$742K ﹤0.01%
20,584
-234
914
$738K ﹤0.01%
4,953
+465
915
$736K ﹤0.01%
6,944
+1,800
916
$734K ﹤0.01%
12,010
-3,508
917
$730K ﹤0.01%
10,529
+1,936
918
$727K ﹤0.01%
27,962
+10,927
919
$724K ﹤0.01%
4,863
+322
920
$724K ﹤0.01%
12,883
-3,101
921
$722K ﹤0.01%
8,665
+2,250
922
$718K ﹤0.01%
78,181
+23,511
923
$717K ﹤0.01%
6,845
+201
924
$713K ﹤0.01%
15,359
+3,056
925
$711K ﹤0.01%
14,490
-3,366
35 36
37
38 39