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
926
$710K ﹤0.01%
20,952
+1,102
927
$710K ﹤0.01%
15,095
+3,283
928
$708K ﹤0.01%
49,886
-4,080
929
$708K ﹤0.01%
22,335
+3,718
930
$708K ﹤0.01%
8,644
+1,250
931
$705K ﹤0.01%
12,520
-11
932
$698K ﹤0.01%
18,226
-111,116
933
$693K ﹤0.01%
10,275
-626
934
$693K ﹤0.01%
58,792
-122,986
935
$692K ﹤0.01%
8,881
-817
936
$686K ﹤0.01%
7,294
+949
937
$685K ﹤0.01%
11,686
+58
938
$685K ﹤0.01%
18,729
+621
939
$679K ﹤0.01%
17,562
-3,675
940
$679K ﹤0.01%
140,337
+1,950
941
$676K ﹤0.01%
11,622
-2,067
942
$668K ﹤0.01%
21,363
+295
943
$667K ﹤0.01%
7,037
-349
944
$664K ﹤0.01%
15,777
+5,393
945
$663K ﹤0.01%
8,842
-2,606
946
$662K ﹤0.01%
22,845
+2,660
947
$660K ﹤0.01%
4,737
+33
948
$659K ﹤0.01%
13,897
+1,882
949
$656K ﹤0.01%
7,248
-3,194
950
$654K ﹤0.01%
15,606
+603
36 37
38
39 40