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
1226
$327K ﹤0.01%
2,248
-31
1227
$326K ﹤0.01%
7,419
-774
1228
$325K ﹤0.01%
9,204
-34,599
1229
$324K ﹤0.01%
5,951
-543
1230
$323K ﹤0.01%
25,697
+21,697
1231
$322K ﹤0.01%
5,845
+1,398
1232
$321K ﹤0.01%
17,576
+9,384
1233
$321K ﹤0.01%
2,694
+1,323
1234
$320K ﹤0.01%
38,343
-15,336
1235
$318K ﹤0.01%
1,638
+257
1236
$318K ﹤0.01%
11,712
-156
1237
$316K ﹤0.01%
6,417
+327
1238
$314K ﹤0.01%
13,842
-800
1239
$312K ﹤0.01%
3,195
+1,880
1240
$312K ﹤0.01%
7,741
+500
1241
$312K ﹤0.01%
3,941
+727
1242
$311K ﹤0.01%
6,032
+651
1243
$311K ﹤0.01%
4,248
-2,053
1244
$311K ﹤0.01%
3,719
+477
1245
$310K ﹤0.01%
15,988
+1,193
1246
$310K ﹤0.01%
12,679
-60
1247
$309K ﹤0.01%
10,192
-374
1248
$307K ﹤0.01%
17,170
+7,527
1249
$307K ﹤0.01%
5,701
+519
1250
$305K ﹤0.01%
23,106
+7,493
48 49
50
51 52