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
1276
$285K ﹤0.01%
8,377
+263
1277
$284K ﹤0.01%
32,871
-23,051
1278
$284K ﹤0.01%
4,715
+215
1279
$284K ﹤0.01%
6,190
-499
1280
$281K ﹤0.01%
16,060
-1,480
1281
$280K ﹤0.01%
13,212
1282
$278K ﹤0.01%
1,018
+111
1283
$278K ﹤0.01%
1,654
+200
1284
$277K ﹤0.01%
2,420
+329
1285
$276K ﹤0.01%
2,993
-604
1286
$275K ﹤0.01%
5,751
-750
1287
$275K ﹤0.01%
+7,080
1288
$273K ﹤0.01%
6,953
-690
1289
$272K ﹤0.01%
19,931
+6,564
1290
$272K ﹤0.01%
8,322
+822
1291
$271K ﹤0.01%
3,038
-1,785
1292
$271K ﹤0.01%
7,716
+5
1293
$270K ﹤0.01%
891
-68
1294
$270K ﹤0.01%
2,494
+710
1295
$269K ﹤0.01%
10,453
+2,122
1296
$269K ﹤0.01%
2,766
-38
1297
$266K ﹤0.01%
6,413
+2,060
1298
$265K ﹤0.01%
3,004
+195
1299
$262K ﹤0.01%
9,791
-329
1300
$261K ﹤0.01%
3,840
+1,216
50 51
52
53 54