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
976
$594K ﹤0.01%
12,268
+4,795
977
$592K ﹤0.01%
13,143
+173
978
$592K ﹤0.01%
7,457
+642
979
$591K ﹤0.01%
11,249
-2,318
980
$591K ﹤0.01%
5,512
+303
981
$588K ﹤0.01%
33,955
+3,232
982
$585K ﹤0.01%
17,815
+1,295
983
$584K ﹤0.01%
4,242
-1,829
984
$582K ﹤0.01%
47,428
+4,621
985
$580K ﹤0.01%
10,504
+73
986
$579K ﹤0.01%
19,874
+2,045
987
$576K ﹤0.01%
17,898
+92
988
$576K ﹤0.01%
9,103
+2,978
989
$576K ﹤0.01%
21,004
+12,023
990
$576K ﹤0.01%
23,231
+9,609
991
$573K ﹤0.01%
17,285
-30
992
$572K ﹤0.01%
48,032
+7,668
993
$572K ﹤0.01%
5,433
-180
994
$568K ﹤0.01%
2,880
+21
995
$568K ﹤0.01%
16,193
-53,797
996
$565K ﹤0.01%
43,417
-113,544
997
$564K ﹤0.01%
8,258
+1,152
998
$564K ﹤0.01%
5,299
+619
999
$564K ﹤0.01%
8,874
+6,463
1000
$561K ﹤0.01%
8,537
-1,700
38 39
40
41 42