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
1351
$225K ﹤0.01%
2,808
-139
1352
$225K ﹤0.01%
3,456
+115
1353
$225K ﹤0.01%
3,553
-174
1354
$224K ﹤0.01%
6,000
1355
$224K ﹤0.01%
2,982
+908
1356
$224K ﹤0.01%
38,097
-8,042
1357
$223K ﹤0.01%
3,511
-167
1358
$222K ﹤0.01%
1,480
+167
1359
$220K ﹤0.01%
29,279
-61,528
1360
$219K ﹤0.01%
2,484
+183
1361
$217K ﹤0.01%
3,104
+225
1362
$217K ﹤0.01%
6,407
+13
1363
$216K ﹤0.01%
29,213
+5,443
1364
$215K ﹤0.01%
1,922
-73
1365
$214K ﹤0.01%
10,177
+3,941
1366
$214K ﹤0.01%
14,218
+1,931
1367
$214K ﹤0.01%
1,312
-111
1368
$214K ﹤0.01%
+7,875
1369
$213K ﹤0.01%
5,110
-1,849
1370
$211K ﹤0.01%
3,863
-4,204
1371
$211K ﹤0.01%
9,515
+191
1372
$211K ﹤0.01%
5,854
1373
$211K ﹤0.01%
10,070
1374
$210K ﹤0.01%
1,154
+171
1375
$210K ﹤0.01%
5,196
-495
53 54
55
56 57