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
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1201
$74K ﹤0.01%
4,534
-101
1202
$74K ﹤0.01%
3,125
1203
$74K ﹤0.01%
6,832
1204
$74K ﹤0.01%
1,158
1205
$73K ﹤0.01%
2,003
+1,264
1206
$73K ﹤0.01%
2,512
-329
1207
$73K ﹤0.01%
56
1208
$73K ﹤0.01%
7,243
1209
$73K ﹤0.01%
3,288
-224
1210
$73K ﹤0.01%
+292
1211
$72K ﹤0.01%
1,319
1212
$72K ﹤0.01%
1,062
-109
1213
$72K ﹤0.01%
1,363
-26
1214
$72K ﹤0.01%
1,895
1215
$72K ﹤0.01%
5,000
1216
$71K ﹤0.01%
664
-122
1217
$71K ﹤0.01%
2,077
+1,884
1218
$71K ﹤0.01%
1,520
1219
$71K ﹤0.01%
1,200
1220
$71K ﹤0.01%
3,155
+2,289
1221
$70K ﹤0.01%
2,698
-3,650
1222
$69K ﹤0.01%
6,446
+3,804
1223
$69K ﹤0.01%
3,058
1224
$69K ﹤0.01%
1,389
-865
1225
$69K ﹤0.01%
15,972
+13,273
47 48
49
50 51