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
1501
$36K ﹤0.01%
842
-78
1502
$36K ﹤0.01%
2,000
-2,362
1503
$36K ﹤0.01%
400
-100
1504
$36K ﹤0.01%
1,310
1505
$36K ﹤0.01%
+5,024
1506
$36K ﹤0.01%
900
-804
1507
$35K ﹤0.01%
612
+366
1508
$35K ﹤0.01%
1,272
+369
1509
$35K ﹤0.01%
1,196
-4,284
1510
$35K ﹤0.01%
894
+520
1511
$35K ﹤0.01%
775
1512
$35K ﹤0.01%
691
1513
$35K ﹤0.01%
4,528
+4,385
1514
$35K ﹤0.01%
+975
1515
$35K ﹤0.01%
1,155
-77
1516
$35K ﹤0.01%
12,737
+4,500
1517
$34K ﹤0.01%
671
+171
1518
$34K ﹤0.01%
1,348
-325
1519
$34K ﹤0.01%
1,673
+1,373
1520
$34K ﹤0.01%
499
1521
$34K ﹤0.01%
+1,051
1522
$34K ﹤0.01%
784
+72
1523
$34K ﹤0.01%
1,124
+724
1524
$34K ﹤0.01%
876
1525
$34K ﹤0.01%
471
+440
59 60
61
62 63