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
101
$21.2M 0.09%
645,476
+21,502
102
$21M 0.09%
696,830
+92,020
103
$20.9M 0.09%
269,872
-4,521
104
$20.2M 0.09%
392,376
+21,559
105
$20.2M 0.09%
501,336
-2,373
106
$19.9M 0.09%
380,103
-9,821
107
$19.8M 0.09%
516,902
+117,086
108
$19.8M 0.09%
72,354
+3,711
109
$19.8M 0.09%
344,318
+36,913
110
$19.7M 0.09%
234,543
+409
111
$19.2M 0.08%
318,281
+26,179
112
$19.2M 0.08%
110,470
+4,522
113
$19M 0.08%
170,933
+10,481
114
$19M 0.08%
305,033
+109,350
115
$18.9M 0.08%
103,469
+5,382
116
$18.7M 0.08%
316,273
-5,056
117
$18.4M 0.08%
206,460
+9,060
118
$17.8M 0.08%
59,135
+9,823
119
$17.7M 0.08%
419,675
+300,280
120
$17.6M 0.08%
325,498
+4,962
121
$17.5M 0.08%
255,397
+11,862
122
$17.5M 0.08%
149,378
+3,469
123
$17.4M 0.08%
142,785
-42,358
124
$17M 0.07%
230,586
+3,948
125
$16.9M 0.07%
191,383
+18,990
3 4
5
6 7