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
951
$652K ﹤0.01%
9,287
-1,182
952
$649K ﹤0.01%
12,532
-315
953
$643K ﹤0.01%
22,792
+7,695
954
$639K ﹤0.01%
12,483
+47
955
$638K ﹤0.01%
1,816
-173
956
$638K ﹤0.01%
10,035
+103
957
$635K ﹤0.01%
132,405
-998
958
$634K ﹤0.01%
16,415
+13,994
959
$633K ﹤0.01%
5,168
+854
960
$629K ﹤0.01%
25,826
+17
961
$627K ﹤0.01%
7,737
+748
962
$624K ﹤0.01%
3,468
-1,306
963
$623K ﹤0.01%
17,584
-799
964
$621K ﹤0.01%
12,802
+1,851
965
$619K ﹤0.01%
4,491
-26,207
966
$618K ﹤0.01%
15,374
-2,122
967
$618K ﹤0.01%
8,363
+294
968
$618K ﹤0.01%
8,335
-852
969
$616K ﹤0.01%
20,100
-147,051
970
$615K ﹤0.01%
2,043
-235
971
$615K ﹤0.01%
20,334
+585
972
$610K ﹤0.01%
20,535
+2,677
973
$604K ﹤0.01%
1,887
+18
974
$601K ﹤0.01%
16,728
+4,415
975
$601K ﹤0.01%
28,171
-63
37 38
39
40 41