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
1501
$145K ﹤0.01%
15,873
+35
1502
$145K ﹤0.01%
13,740
+893
1503
$145K ﹤0.01%
2,088
+1,905
1504
$145K ﹤0.01%
867
-44
1505
$145K ﹤0.01%
7,992
+262
1506
$144K ﹤0.01%
432
+71
1507
$143K ﹤0.01%
3,118
-1,233
1508
$143K ﹤0.01%
+4,218
1509
$143K ﹤0.01%
429
-26
1510
$143K ﹤0.01%
11,266
+174
1511
$142K ﹤0.01%
5,994
-43
1512
$142K ﹤0.01%
5,002
-370
1513
$142K ﹤0.01%
14,309
+695
1514
$142K ﹤0.01%
4,615
-170
1515
$142K ﹤0.01%
4,657
+1,421
1516
$142K ﹤0.01%
2,330
+213
1517
$141K ﹤0.01%
14,985
-341
1518
$141K ﹤0.01%
2,784
+353
1519
$140K ﹤0.01%
16,123
+9,279
1520
$140K ﹤0.01%
3,858
+1,382
1521
$139K ﹤0.01%
1,831
1522
$139K ﹤0.01%
7,532
1523
$138K ﹤0.01%
4,089
-126
1524
$137K ﹤0.01%
4,247
+106
1525
$137K ﹤0.01%
3,603
+404
59 60
61
62 63