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
1001
$127K ﹤0.01%
1,482
+141
1002
$127K ﹤0.01%
421
+34
1003
$126K ﹤0.01%
6,200
+20
1004
$126K ﹤0.01%
2,548
-63
1005
$125K ﹤0.01%
3,669
+2,743
1006
$124K ﹤0.01%
3,981
-58
1007
$122K ﹤0.01%
4,952
+135
1008
$122K ﹤0.01%
38,065
+24,884
1009
$122K ﹤0.01%
4,795
1010
$122K ﹤0.01%
9,911
+3,836
1011
$122K ﹤0.01%
4,860
-1,364
1012
$122K ﹤0.01%
5,617
+4,936
1013
$121K ﹤0.01%
1,485
+160
1014
$121K ﹤0.01%
7,824
-9,239
1015
$120K ﹤0.01%
19,569
+18,041
1016
$120K ﹤0.01%
12,197
-2,254
1017
$120K ﹤0.01%
8,048
+197
1018
$119K ﹤0.01%
5,562
-1,000
1019
$119K ﹤0.01%
11,924
1020
$119K ﹤0.01%
43
-152
1021
$119K ﹤0.01%
2,366
+2,062
1022
$118K ﹤0.01%
626
+26
1023
$118K ﹤0.01%
+3,207
1024
$118K ﹤0.01%
3,621
+168
1025
$118K ﹤0.01%
5,734
+2,846
39 40
41
42 43