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
76
$30.8M 0.13%
876,568
+93,415
77
$30.8M 0.13%
387,750
+5,975
78
$30.7M 0.13%
715,614
-67,457
79
$29.8M 0.13%
354,596
-109,033
80
$29.8M 0.13%
231,278
-167
81
$29.6M 0.13%
176,923
+2,801
82
$29.1M 0.13%
186,211
+8,446
83
$27.9M 0.12%
348,519
+214,580
84
$27.8M 0.12%
515,832
-24,572
85
$27.7M 0.12%
213,360
+42,891
86
$26.8M 0.12%
169,256
+43,056
87
$26.3M 0.12%
171,875
-6,921
88
$26.1M 0.11%
182,733
+4,743
89
$26.1M 0.11%
652,537
+50,144
90
$26M 0.11%
163,467
+11,528
91
$25.4M 0.11%
+197,000
92
$24.8M 0.11%
334,753
-10,788
93
$24.4M 0.11%
463,931
-657,169
94
$24M 0.11%
126,367
+4,020
95
$24M 0.1%
296,615
+11,978
96
$23.7M 0.1%
1,426,171
-422,720
97
$23.6M 0.1%
124,232
+7,823
98
$23.1M 0.1%
597,447
+13,732
99
$22.6M 0.1%
385,500
+10,960
100
$21.3M 0.09%
314,592
+706
2 3
4
5 6