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
1651
$99K ﹤0.01%
1,835
-176
1652
$99K ﹤0.01%
2,182
1653
$99K ﹤0.01%
2,228
-273
1654
$99K ﹤0.01%
1,885
+201
1655
$98K ﹤0.01%
9,735
1656
$98K ﹤0.01%
5,701
+2,907
1657
$98K ﹤0.01%
5,865
-6,446
1658
$98K ﹤0.01%
2,618
+18
1659
$98K ﹤0.01%
13,424
+668
1660
$98K ﹤0.01%
118
+19
1661
$97K ﹤0.01%
937
-72
1662
$97K ﹤0.01%
872
-572
1663
$97K ﹤0.01%
1,521
-41
1664
$97K ﹤0.01%
1,248
-44
1665
$97K ﹤0.01%
1,564
1666
$97K ﹤0.01%
1,194
1667
$97K ﹤0.01%
1,394
+576
1668
$96K ﹤0.01%
4,045
-690
1669
$96K ﹤0.01%
2,363
+877
1670
$96K ﹤0.01%
8,522
1671
$96K ﹤0.01%
7,431
+1,305
1672
$95K ﹤0.01%
1,375
-8,362
1673
$94K ﹤0.01%
8,318
1674
$94K ﹤0.01%
1,543
+175
1675
$94K ﹤0.01%
672
-327
65 66
67
68 69