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
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$22K ﹤0.01%
1,698
-520
1677
$22K ﹤0.01%
453
+49
1678
$22K ﹤0.01%
+1,500
1679
$22K ﹤0.01%
438
+284
1680
$22K ﹤0.01%
1,197
+400
1681
$22K ﹤0.01%
163
-1,177
1682
$22K ﹤0.01%
+200
1683
$22K ﹤0.01%
1,574
-621
1684
$22K ﹤0.01%
162
-65
1685
$22K ﹤0.01%
633
+72
1686
$22K ﹤0.01%
1,846
+659
1687
$22K ﹤0.01%
218
1688
$22K ﹤0.01%
1,193
+823
1689
$22K ﹤0.01%
28
+13
1690
$22K ﹤0.01%
2,406
-47
1691
$22K ﹤0.01%
1,573
1692
$21K ﹤0.01%
1,000
1693
$21K ﹤0.01%
301
1694
$21K ﹤0.01%
+734
1695
$21K ﹤0.01%
320
-43
1696
$21K ﹤0.01%
359
1697
$21K ﹤0.01%
222
-16
1698
$21K ﹤0.01%
1,339
1699
$21K ﹤0.01%
930
1700
$21K ﹤0.01%
+607
66 67
68
69 70