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
1601
$112K ﹤0.01%
4,485
+12
1602
$112K ﹤0.01%
3,926
+3,533
1603
$112K ﹤0.01%
+6,043
1604
$111K ﹤0.01%
4,836
+12
1605
$111K ﹤0.01%
2,780
-1,417
1606
$110K ﹤0.01%
9,418
+4,726
1607
$110K ﹤0.01%
1,371
1608
$110K ﹤0.01%
+2,387
1609
$110K ﹤0.01%
2,406
-300
1610
$110K ﹤0.01%
2,004
-102
1611
$109K ﹤0.01%
3,521
+887
1612
$109K ﹤0.01%
1,932
+630
1613
$109K ﹤0.01%
4,517
+252
1614
$109K ﹤0.01%
4,205
-169
1615
$109K ﹤0.01%
2,153
+1,349
1616
$109K ﹤0.01%
11,174
-116
1617
$109K ﹤0.01%
1,885
-221
1618
$108K ﹤0.01%
2,363
+201
1619
$107K ﹤0.01%
1,491
+13
1620
$107K ﹤0.01%
8,884
-12,869
1621
$107K ﹤0.01%
817
+190
1622
$107K ﹤0.01%
1,676
+500
1623
$107K ﹤0.01%
1,809
-1,393
1624
$106K ﹤0.01%
2,847
+1
1625
$105K ﹤0.01%
3,315
-113
63 64
65
66 67