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
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$147K ﹤0.01%
9,475
-422
952
$146K ﹤0.01%
2,438
-184
953
$146K ﹤0.01%
10,306
+3,138
954
$144K ﹤0.01%
17,734
+200
955
$144K ﹤0.01%
3,588
-24,224
956
$144K ﹤0.01%
794
-59
957
$143K ﹤0.01%
1,034
-1,466
958
$143K ﹤0.01%
+5,435
959
$142K ﹤0.01%
997
+519
960
$142K ﹤0.01%
10,751
961
$142K ﹤0.01%
737
962
$141K ﹤0.01%
6,301
+539
963
$141K ﹤0.01%
1,432
-6,173
964
$141K ﹤0.01%
5,568
+5,045
965
$140K ﹤0.01%
4,201
+696
966
$140K ﹤0.01%
2,839
-786
967
$140K ﹤0.01%
9,719
-12,928
968
$140K ﹤0.01%
4,944
+1,970
969
$140K ﹤0.01%
2,302
+1,830
970
$140K ﹤0.01%
7,602
+143
971
$139K ﹤0.01%
7,463
+5,391
972
$139K ﹤0.01%
2,944
+436
973
$139K ﹤0.01%
12,383
974
$139K ﹤0.01%
3,622
+293
975
$138K ﹤0.01%
3,966
+830
37 38
39
40 41