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
1401
$191K ﹤0.01%
30,784
-19,234
1402
$191K ﹤0.01%
3,498
+218
1403
$189K ﹤0.01%
35,786
+4,762
1404
$189K ﹤0.01%
+7,159
1405
$189K ﹤0.01%
3,789
+561
1406
$187K ﹤0.01%
2,573
-32,676
1407
$187K ﹤0.01%
35,014
-2,892
1408
$187K ﹤0.01%
8,906
-8,330
1409
$186K ﹤0.01%
777
+211
1410
$186K ﹤0.01%
1,958
+710
1411
$186K ﹤0.01%
10,198
-1,026
1412
$186K ﹤0.01%
22,798
+2,087
1413
$184K ﹤0.01%
2,574
+197
1414
$184K ﹤0.01%
9,907
-1,908
1415
$184K ﹤0.01%
8,065
+1,282
1416
$183K ﹤0.01%
6,534
-467
1417
$183K ﹤0.01%
17,370
-854
1418
$182K ﹤0.01%
5,313
+133
1419
$182K ﹤0.01%
796
+10
1420
$182K ﹤0.01%
2,018
+538
1421
$181K ﹤0.01%
645
-2,138
1422
$181K ﹤0.01%
4,110
-1,141
1423
$181K ﹤0.01%
4,190
-1,619
1424
$181K ﹤0.01%
17,463
1425
$181K ﹤0.01%
2,379
55 56
57
58 59