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
1626
$105K ﹤0.01%
+3,173
1627
$105K ﹤0.01%
7,124
1628
$105K ﹤0.01%
20,952
-302
1629
$105K ﹤0.01%
1,763
1630
$104K ﹤0.01%
5,773
+463
1631
$104K ﹤0.01%
1,692
+50
1632
$104K ﹤0.01%
3,542
+2,996
1633
$103K ﹤0.01%
4,860
+453
1634
$103K ﹤0.01%
5,430
-9,196
1635
$103K ﹤0.01%
1,536
1636
$103K ﹤0.01%
+3,536
1637
$102K ﹤0.01%
2,473
+2,098
1638
$102K ﹤0.01%
13,297
+27
1639
$101K ﹤0.01%
660
+42
1640
$101K ﹤0.01%
1,534
1641
$101K ﹤0.01%
4,031
-675
1642
$101K ﹤0.01%
3,519
1643
$101K ﹤0.01%
416
-67
1644
$101K ﹤0.01%
+12,760
1645
$100K ﹤0.01%
1,601
-311
1646
$100K ﹤0.01%
8,217
+5
1647
$100K ﹤0.01%
949
-134
1648
$100K ﹤0.01%
+2,995
1649
$100K ﹤0.01%
1,222
+85
1650
$99K ﹤0.01%
5,500
64 65
66
67 68