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
1551
$128K ﹤0.01%
2,253
+23
1552
$128K ﹤0.01%
18,246
1553
$127K ﹤0.01%
3,244
+1,798
1554
$127K ﹤0.01%
2,760
-4,484
1555
$127K ﹤0.01%
3,185
-709
1556
$127K ﹤0.01%
4,615
+2,921
1557
$126K ﹤0.01%
5,928
-33,853
1558
$126K ﹤0.01%
3,512
-314
1559
$125K ﹤0.01%
1,420
+107
1560
$125K ﹤0.01%
3,604
+1,777
1561
$125K ﹤0.01%
564
+3
1562
$125K ﹤0.01%
2,766
-731
1563
$125K ﹤0.01%
2,903
+2,018
1564
$125K ﹤0.01%
5,758
+1,144
1565
$124K ﹤0.01%
10,016
+5,523
1566
$123K ﹤0.01%
9,919
-6,051
1567
$123K ﹤0.01%
5,827
-93,334
1568
$123K ﹤0.01%
1,611
-685
1569
$123K ﹤0.01%
1,155
1570
$123K ﹤0.01%
5,745
+280
1571
$122K ﹤0.01%
5,672
+1,213
1572
$122K ﹤0.01%
4,072
+2
1573
$122K ﹤0.01%
3,328
-26
1574
$121K ﹤0.01%
1,924
+140
1575
$121K ﹤0.01%
11,063
+314
61 62
63
64 65