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
101
$56.3M 0.1%
1,451,571
-164,117
102
$55.8M 0.1%
338,399
+37,779
103
$55.3M 0.1%
133,853
+1,888
104
$55M 0.09%
805,118
+214,595
105
$54.8M 0.09%
570,488
+31,028
106
$54.4M 0.09%
326,418
+15,932
107
$54.2M 0.09%
1,915,170
+633,272
108
$54.1M 0.09%
99,666
+4,745
109
$54M 0.09%
+1,103,830
110
$53.4M 0.09%
561,181
+101,321
111
$52.6M 0.09%
161,013
+25,518
112
$52.5M 0.09%
1,771,520
-175,765
113
$52.4M 0.09%
343,608
+62,541
114
$52.2M 0.09%
942,247
+127,096
115
$52.2M 0.09%
1,615,870
+576,526
116
$50.8M 0.09%
1,507,571
+399,141
117
$50.7M 0.09%
3,493,876
+190,248
118
$50.2M 0.09%
563,688
+75,139
119
$50.1M 0.09%
654,638
-2,298
120
$48.3M 0.08%
953,104
+560,260
121
$47.7M 0.08%
1,532,040
+30,881
122
$47M 0.08%
895,675
+23,164
123
$46.5M 0.08%
260,252
+15,579
124
$46.5M 0.08%
96,283
+2,338
125
$46.2M 0.08%
308,385
+89,250
3 4
5
6 7