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
1426
$181K ﹤0.01%
1,466
-45
1427
$180K ﹤0.01%
3,600
-1,286
1428
$180K ﹤0.01%
+11,086
1429
$179K ﹤0.01%
3,144
+95
1430
$178K ﹤0.01%
2,167
-56
1431
$177K ﹤0.01%
18,804
-1
1432
$177K ﹤0.01%
13,293
+7,434
1433
$177K ﹤0.01%
3,353
-1,083
1434
$177K ﹤0.01%
4,080
-1,273
1435
$176K ﹤0.01%
9,289
-846
1436
$176K ﹤0.01%
4,104
+44
1437
$175K ﹤0.01%
11,691
1438
$175K ﹤0.01%
12,209
+5,735
1439
$174K ﹤0.01%
22,931
-592
1440
$174K ﹤0.01%
4,200
1441
$173K ﹤0.01%
13,446
+7,978
1442
$173K ﹤0.01%
8,128
+3,659
1443
$172K ﹤0.01%
3,299
+351
1444
$172K ﹤0.01%
18,259
+13,725
1445
$170K ﹤0.01%
12,037
+2,316
1446
$170K ﹤0.01%
4,137
+650
1447
$170K ﹤0.01%
3,817
+1,231
1448
$168K ﹤0.01%
6,619
+5,199
1449
$168K ﹤0.01%
1,635
1450
$166K ﹤0.01%
2,595
-162
56 57
58
59 60