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
1076
$462K ﹤0.01%
50,561
+3,810
1077
$460K ﹤0.01%
10,104
-121
1078
$460K ﹤0.01%
29,380
+1,254
1079
$457K ﹤0.01%
41,844
-372
1080
$456K ﹤0.01%
17,570
+1,871
1081
$456K ﹤0.01%
9,013
+672
1082
$455K ﹤0.01%
2,088
-219
1083
$454K ﹤0.01%
12,725
+485
1084
$452K ﹤0.01%
8,302
+1,945
1085
$451K ﹤0.01%
6,381
-41
1086
$451K ﹤0.01%
13,743
+3,568
1087
$448K ﹤0.01%
10,697
-82,994
1088
$448K ﹤0.01%
11,037
-2,916
1089
$447K ﹤0.01%
9,312
-199
1090
$445K ﹤0.01%
9,984
+1,752
1091
$444K ﹤0.01%
39,970
+142
1092
$439K ﹤0.01%
2,457
+29
1093
$436K ﹤0.01%
3,309
+1,768
1094
$436K ﹤0.01%
1,558
+249
1095
$436K ﹤0.01%
6,205
-580
1096
$435K ﹤0.01%
5,285
-2,007
1097
$434K ﹤0.01%
3,837
+7
1098
$434K ﹤0.01%
1,476
+469
1099
$433K ﹤0.01%
29,354
1100
$433K ﹤0.01%
39,250
42 43
44
45 46