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
76
$74.1M 0.13%
511,876
+19,960
77
$73.1M 0.13%
714,294
-1,129,979
78
$72.9M 0.13%
880,185
+394,768
79
$72M 0.12%
262,525
+6,224
80
$72M 0.12%
2,188,759
+17,635
81
$71.4M 0.12%
442,502
+23,399
82
$70.2M 0.12%
3,359,148
+8,583
83
$68.3M 0.12%
1,669,506
+263,467
84
$67.4M 0.12%
1,251,763
+103,014
85
$67.2M 0.12%
571,304
+46,761
86
$66.7M 0.11%
706,756
+23,610
87
$65.3M 0.11%
1,503,644
+90,465
88
$65.2M 0.11%
1,922,883
+862,342
89
$64.9M 0.11%
1,003,104
+97,563
90
$64.7M 0.11%
626,748
-255,646
91
$63.2M 0.11%
581,242
+19,461
92
$61.7M 0.11%
563,840
+7,920
93
$60.7M 0.1%
1,763,894
-271,131
94
$59.8M 0.1%
3,469,564
-690,685
95
$59.2M 0.1%
706,967
-166,310
96
$59.2M 0.1%
337,358
+54,483
97
$59.1M 0.1%
250,886
+20,922
98
$58.5M 0.1%
523,307
-50,941
99
$57.8M 0.1%
341,177
+70,928
100
$56.6M 0.1%
411,503
+3,906
2 3
4
5 6