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
1526
$135K ﹤0.01%
6,589
+961
1527
$135K ﹤0.01%
746
+25
1528
$135K ﹤0.01%
12,417
+415
1529
$135K ﹤0.01%
1,500
1530
$135K ﹤0.01%
787
+334
1531
$134K ﹤0.01%
16,066
-207,918
1532
$134K ﹤0.01%
5,981
+4,481
1533
$134K ﹤0.01%
7,205
+2,123
1534
$133K ﹤0.01%
3,025
1535
$132K ﹤0.01%
1,348
+63
1536
$132K ﹤0.01%
5,004
+979
1537
$132K ﹤0.01%
3,776
-406
1538
$132K ﹤0.01%
15,222
-1,119
1539
$131K ﹤0.01%
1,990
+1,134
1540
$131K ﹤0.01%
3,418
-376
1541
$131K ﹤0.01%
4,203
+483
1542
$131K ﹤0.01%
4,422
-1,420
1543
$131K ﹤0.01%
3,773
-1,036
1544
$131K ﹤0.01%
10,117
1545
$131K ﹤0.01%
8,311
+4,488
1546
$131K ﹤0.01%
2,882
+516
1547
$130K ﹤0.01%
114
+4
1548
$129K ﹤0.01%
1,398
-233
1549
$129K ﹤0.01%
2,497
-622
1550
$129K ﹤0.01%
1,567
-145
60 61
62
63 64