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
1576
$121K ﹤0.01%
13,868
1577
$121K ﹤0.01%
1,593
+73
1578
$121K ﹤0.01%
2,618
-51
1579
$121K ﹤0.01%
+905
1580
$120K ﹤0.01%
2,321
+762
1581
$120K ﹤0.01%
2,158
1582
$119K ﹤0.01%
3,033
-1,035
1583
$119K ﹤0.01%
14,205
+5,588
1584
$118K ﹤0.01%
14,021
-36,329
1585
$118K ﹤0.01%
3,693
+162
1586
$118K ﹤0.01%
1,605
+239
1587
$117K ﹤0.01%
2,341
+57
1588
$116K ﹤0.01%
2,561
+51
1589
$115K ﹤0.01%
3,616
-2,736
1590
$114K ﹤0.01%
2,676
+312
1591
$114K ﹤0.01%
7,092
-1,822
1592
$114K ﹤0.01%
2,964
-15
1593
$114K ﹤0.01%
5,322
+885
1594
$114K ﹤0.01%
715
+406
1595
$113K ﹤0.01%
4,697
-2,798
1596
$113K ﹤0.01%
8,386
+8,263
1597
$113K ﹤0.01%
1,437
-629
1598
$113K ﹤0.01%
228
-9
1599
$112K ﹤0.01%
1,900
+17
1600
$112K ﹤0.01%
3,220
-243
62 63
64
65 66