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
1151
$389K ﹤0.01%
17,761
+5,086
1152
$389K ﹤0.01%
2,224
-1,010
1153
$388K ﹤0.01%
2,457
+286
1154
$388K ﹤0.01%
5,317
-669
1155
$388K ﹤0.01%
14,190
+665
1156
$387K ﹤0.01%
3,624
-12,366
1157
$386K ﹤0.01%
33,067
-987
1158
$386K ﹤0.01%
28,393
-6,779
1159
$385K ﹤0.01%
10,256
-150
1160
$383K ﹤0.01%
3,486
+672
1161
$383K ﹤0.01%
21,410
+1,420
1162
$380K ﹤0.01%
4,288
-5,021
1163
$379K ﹤0.01%
16,524
+1,430
1164
$378K ﹤0.01%
8,222
-497
1165
$377K ﹤0.01%
8,278
-61,809
1166
$377K ﹤0.01%
5,794
-147
1167
$376K ﹤0.01%
11,749
+758
1168
$376K ﹤0.01%
1,245
-124
1169
$375K ﹤0.01%
25,379
+544
1170
$375K ﹤0.01%
14,074
+5,952
1171
$370K ﹤0.01%
8,004
+13
1172
$369K ﹤0.01%
8,014
+1,570
1173
$368K ﹤0.01%
15,737
+2
1174
$363K ﹤0.01%
11,160
-342
1175
$363K ﹤0.01%
914
45 46
47
48 49