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
1301
$261K ﹤0.01%
8,499
1302
$260K ﹤0.01%
3,176
+494
1303
$260K ﹤0.01%
1,417
1304
$259K ﹤0.01%
6,843
+1,258
1305
$259K ﹤0.01%
1,800
-110
1306
$258K ﹤0.01%
6,979
+4,716
1307
$258K ﹤0.01%
1,107
+52
1308
$258K ﹤0.01%
4,350
+88
1309
$257K ﹤0.01%
5,896
1310
$257K ﹤0.01%
+10,371
1311
$254K ﹤0.01%
52,165
-1,133
1312
$254K ﹤0.01%
4,356
+394
1313
$253K ﹤0.01%
5,203
+33
1314
$253K ﹤0.01%
1,188
+188
1315
$253K ﹤0.01%
10,627
-171
1316
$253K ﹤0.01%
16,318
+598
1317
$253K ﹤0.01%
4,520
-2,262
1318
$253K ﹤0.01%
2,266
+1,449
1319
$251K ﹤0.01%
+14,000
1320
$249K ﹤0.01%
132,072
-69,768
1321
$249K ﹤0.01%
35,000
1322
$249K ﹤0.01%
7,906
-454
1323
$249K ﹤0.01%
12,579
+4,174
1324
$249K ﹤0.01%
37,570
-3,740
1325
$248K ﹤0.01%
38,240
-23,639
51 52
53
54 55