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
1226
$69K ﹤0.01%
1,428
-144
1227
$68K ﹤0.01%
1,870
1228
$68K ﹤0.01%
14,542
1229
$68K ﹤0.01%
2,669
1230
$68K ﹤0.01%
157
-395
1231
$68K ﹤0.01%
491
+352
1232
$68K ﹤0.01%
+10,000
1233
$67K ﹤0.01%
1,231
+956
1234
$67K ﹤0.01%
468
+51
1235
$66K ﹤0.01%
701
+511
1236
$66K ﹤0.01%
638
1237
$66K ﹤0.01%
4,317
-173
1238
$66K ﹤0.01%
2,753
-34
1239
$65K ﹤0.01%
4,690
+3,870
1240
$65K ﹤0.01%
1,148
-693
1241
$65K ﹤0.01%
2,700
1242
$65K ﹤0.01%
792
1243
$65K ﹤0.01%
1,750
1244
$64K ﹤0.01%
2,522
+1,780
1245
$64K ﹤0.01%
4,311
+4,103
1246
$64K ﹤0.01%
883
+813
1247
$64K ﹤0.01%
+375
1248
$64K ﹤0.01%
6,660
1249
$63K ﹤0.01%
800
-232
1250
$63K ﹤0.01%
5,204
+907
48 49
50
51 52