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
1251
$303K ﹤0.01%
11,784
-289,316
1252
$302K ﹤0.01%
3,369
+649
1253
$300K ﹤0.01%
8,564
-2,091
1254
$300K ﹤0.01%
7,112
-1,065
1255
$299K ﹤0.01%
4,029
+89
1256
$298K ﹤0.01%
8,663
1257
$298K ﹤0.01%
7,247
-670
1258
$298K ﹤0.01%
12,183
+1,259
1259
$297K ﹤0.01%
6,536
+694
1260
$297K ﹤0.01%
8,178
-200
1261
$296K ﹤0.01%
5,891
+373
1262
$295K ﹤0.01%
4,013
+114
1263
$295K ﹤0.01%
4,820
+4,735
1264
$294K ﹤0.01%
12,430
-2,880
1265
$293K ﹤0.01%
9,938
+396
1266
$292K ﹤0.01%
2,971
-278
1267
$292K ﹤0.01%
2,998
+64
1268
$291K ﹤0.01%
5,035
-547
1269
$291K ﹤0.01%
9,967
-383
1270
$290K ﹤0.01%
32,832
-10,730
1271
$290K ﹤0.01%
44,066
+8,510
1272
$290K ﹤0.01%
2,000
1273
$288K ﹤0.01%
751
-19
1274
$287K ﹤0.01%
5,489
-11,654
1275
$285K ﹤0.01%
113,595
+4,985
49 50
51
52 53