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
1451
$165K ﹤0.01%
4,184
+3,102
1452
$165K ﹤0.01%
2,545
-63
1453
$164K ﹤0.01%
2,340
+1,177
1454
$164K ﹤0.01%
1,980
1455
$164K ﹤0.01%
1,966
-13
1456
$163K ﹤0.01%
32,200
-1,691
1457
$163K ﹤0.01%
4,041
+968
1458
$162K ﹤0.01%
3,335
+457
1459
$162K ﹤0.01%
3,919
+47
1460
$162K ﹤0.01%
2,769
-37
1461
$162K ﹤0.01%
6,517
+45
1462
$161K ﹤0.01%
25,590
+704
1463
$160K ﹤0.01%
7,601
-11,000
1464
$160K ﹤0.01%
5,385
+4,822
1465
$160K ﹤0.01%
5,117
+12
1466
$159K ﹤0.01%
+3,306
1467
$159K ﹤0.01%
2,100
-154
1468
$158K ﹤0.01%
5,559
-810
1469
$158K ﹤0.01%
2,009
-36
1470
$157K ﹤0.01%
5,449
-45,645
1471
$157K ﹤0.01%
3,850
+146
1472
$156K ﹤0.01%
39,204
-13,853
1473
$156K ﹤0.01%
2,629
+22
1474
$156K ﹤0.01%
4,014
+2,270
1475
$153K ﹤0.01%
5,529
-2,998
57 58
59
60 61