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
1326
$246K ﹤0.01%
12,119
+5,197
1327
$244K ﹤0.01%
13,507
-958
1328
$242K ﹤0.01%
9,338
+38
1329
$241K ﹤0.01%
2,026
-879
1330
$241K ﹤0.01%
5,399
+8
1331
$241K ﹤0.01%
46,802
-2,236
1332
$241K ﹤0.01%
8,441
-29,731
1333
$239K ﹤0.01%
10,045
-112
1334
$237K ﹤0.01%
2,285
+100
1335
$237K ﹤0.01%
1,925
-77
1336
$237K ﹤0.01%
14,409
+1,626
1337
$235K ﹤0.01%
9,986
-228
1338
$235K ﹤0.01%
5,734
-590
1339
$234K ﹤0.01%
7,634
+1,561
1340
$232K ﹤0.01%
4,865
+1,918
1341
$232K ﹤0.01%
6,961
-2
1342
$232K ﹤0.01%
5,064
+95
1343
$231K ﹤0.01%
1,331
+94
1344
$231K ﹤0.01%
11,102
+6,482
1345
$231K ﹤0.01%
18,858
-42,288
1346
$230K ﹤0.01%
2,865
-84
1347
$229K ﹤0.01%
2,896
+1,026
1348
$228K ﹤0.01%
20,641
+9,593
1349
$227K ﹤0.01%
3,590
+1,800
1350
$226K ﹤0.01%
8,591
-185,842
52 53
54
55 56