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
1126
$410K ﹤0.01%
4,814
-423
1127
$410K ﹤0.01%
3,438
-256
1128
$407K ﹤0.01%
33,018
1129
$405K ﹤0.01%
11,327
+3,244
1130
$404K ﹤0.01%
2,329
+575
1131
$404K ﹤0.01%
4,446
+2,106
1132
$404K ﹤0.01%
3,472
+932
1133
$402K ﹤0.01%
5,558
+133
1134
$402K ﹤0.01%
2,317
+510
1135
$401K ﹤0.01%
22,536
-37,989
1136
$399K ﹤0.01%
17,131
+12,944
1137
$399K ﹤0.01%
3,725
+284
1138
$398K ﹤0.01%
73,674
-2,125
1139
$398K ﹤0.01%
9,200
1140
$397K ﹤0.01%
7,620
+196
1141
$396K ﹤0.01%
38,364
-3,564
1142
$396K ﹤0.01%
1,819
+403
1143
$395K ﹤0.01%
8,755
+3,440
1144
$394K ﹤0.01%
5,047
+22
1145
$394K ﹤0.01%
32,904
+19,198
1146
$393K ﹤0.01%
12,555
-1,560
1147
$392K ﹤0.01%
11,001
-218
1148
$391K ﹤0.01%
2,413
+90
1149
$390K ﹤0.01%
2,979
+4
1150
$389K ﹤0.01%
3,470
+37
44 45
46
47 48