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
1051
$500K ﹤0.01%
20,724
-1,857
1052
$499K ﹤0.01%
3,597
-98
1053
$499K ﹤0.01%
45,170
+7,700
1054
$498K ﹤0.01%
28,343
-2,199
1055
$497K ﹤0.01%
5,637
-1,080
1056
$492K ﹤0.01%
20,432
+7,639
1057
$491K ﹤0.01%
5,613
-857
1058
$490K ﹤0.01%
63,567
+218
1059
$489K ﹤0.01%
5,353
-282
1060
$489K ﹤0.01%
9,824
+6,687
1061
$488K ﹤0.01%
9,909
+3,209
1062
$487K ﹤0.01%
2,362
+104
1063
$486K ﹤0.01%
8,327
+2,208
1064
$485K ﹤0.01%
12,229
-562
1065
$480K ﹤0.01%
14,454
+3,388
1066
$477K ﹤0.01%
18,105
+10,477
1067
$474K ﹤0.01%
13,610
-1,205
1068
$472K ﹤0.01%
1,210
+60
1069
$470K ﹤0.01%
11,053
+37
1070
$470K ﹤0.01%
9,366
-86,302
1071
$469K ﹤0.01%
11,430
+640
1072
$465K ﹤0.01%
8,888
-36
1073
$465K ﹤0.01%
8,920
+5,623
1074
$465K ﹤0.01%
2,657
-130
1075
$464K ﹤0.01%
4,085
-8
41 42
43
44 45