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
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$40K ﹤0.01%
1,813
+113
1452
$40K ﹤0.01%
2,917
+1,817
1453
$40K ﹤0.01%
448
+30
1454
$40K ﹤0.01%
1,251
+905
1455
$40K ﹤0.01%
524
1456
$40K ﹤0.01%
221
1457
$39K ﹤0.01%
9,553
1458
$39K ﹤0.01%
944
-180
1459
$39K ﹤0.01%
+1,988
1460
$39K ﹤0.01%
1,269
1461
$39K ﹤0.01%
+11,000
1462
$39K ﹤0.01%
+305
1463
$39K ﹤0.01%
288
-40
1464
$39K ﹤0.01%
3,918
-132
1465
$39K ﹤0.01%
2,627
-840
1466
$39K ﹤0.01%
+366
1467
$39K ﹤0.01%
1,263
+776
1468
$39K ﹤0.01%
387
-105
1469
$39K ﹤0.01%
3,368
+2
1470
$39K ﹤0.01%
2,074
+250
1471
– –
0
1472
$38K ﹤0.01%
1,434
1473
$38K ﹤0.01%
+1,512
1474
$38K ﹤0.01%
964
1475
$38K ﹤0.01%
1,678
-6,731
57 58
59
60 61