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
1476
$153K ﹤0.01%
31,088
+27,960
1477
$153K ﹤0.01%
1,046
+28
1478
$153K ﹤0.01%
907
1479
$152K ﹤0.01%
2,064
-85
1480
$152K ﹤0.01%
6,382
+10
1481
$152K ﹤0.01%
13,189
-1,389
1482
$152K ﹤0.01%
4,220
+539
1483
$152K ﹤0.01%
5,430
-473
1484
$152K ﹤0.01%
12,734
+3,475
1485
$151K ﹤0.01%
1,816
+389
1486
$151K ﹤0.01%
6,308
+1,345
1487
$151K ﹤0.01%
124
-1,068
1488
$150K ﹤0.01%
2,541
-189
1489
$150K ﹤0.01%
6,421
+256
1490
$149K ﹤0.01%
1,772
-668
1491
$149K ﹤0.01%
5,785
-35
1492
$149K ﹤0.01%
1,678
+39
1493
$148K ﹤0.01%
1,545
+516
1494
$148K ﹤0.01%
37
1495
$147K ﹤0.01%
7,661
-2,440
1496
$147K ﹤0.01%
1,432
-1,035
1497
$147K ﹤0.01%
785
+65
1498
$146K ﹤0.01%
1,001
+490
1499
$146K ﹤0.01%
3,189
+2,530
1500
$146K ﹤0.01%
15,898
-6,330
58 59
60
61 62