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
1101
$433K ﹤0.01%
2,042
+309
1102
$431K ﹤0.01%
9,427
-766
1103
$431K ﹤0.01%
8,605
+50
1104
$428K ﹤0.01%
56,017
-1,029
1105
$428K ﹤0.01%
4,566
-1,461
1106
$425K ﹤0.01%
14,758
+11,167
1107
$425K ﹤0.01%
64,709
+29,990
1108
$425K ﹤0.01%
6,505
-117,452
1109
$424K ﹤0.01%
39,665
+1,777
1110
$422K ﹤0.01%
18,612
+4,186
1111
$421K ﹤0.01%
27,428
-1,056
1112
$420K ﹤0.01%
10,490
+1,454
1113
$419K ﹤0.01%
1,931
-86
1114
$418K ﹤0.01%
16,512
+2,960
1115
$417K ﹤0.01%
35,838
-119,219
1116
$417K ﹤0.01%
12,470
-2,909
1117
$416K ﹤0.01%
4,027
+167
1118
$416K ﹤0.01%
5,124
-137
1119
$414K ﹤0.01%
4,238
+45
1120
$413K ﹤0.01%
2,651
-46
1121
$413K ﹤0.01%
13,592
+3,046
1122
$413K ﹤0.01%
3,754
-152
1123
$413K ﹤0.01%
5,463
+154
1124
$412K ﹤0.01%
8,794
+2,577
1125
$411K ﹤0.01%
36,782
-11,524
43 44
45
46 47