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
1701
$87K ﹤0.01%
1,066
+798
1702
$87K ﹤0.01%
1,669
-97
1703
$87K ﹤0.01%
1,864
-1,256
1704
$87K ﹤0.01%
2,424
+146
1705
$86K ﹤0.01%
1,197
+211
1706
$86K ﹤0.01%
+3,027
1707
$86K ﹤0.01%
609
+292
1708
$85K ﹤0.01%
+2,408
1709
$85K ﹤0.01%
1,764
+630
1710
$84K ﹤0.01%
25,765
-251,103
1711
$84K ﹤0.01%
1,352
-1,508
1712
$84K ﹤0.01%
5,294
-12,630
1713
$84K ﹤0.01%
3,837
+913
1714
$84K ﹤0.01%
4,935
1715
$84K ﹤0.01%
9,080
-14,161
1716
$83K ﹤0.01%
935
+413
1717
$83K ﹤0.01%
2,520
-815
1718
$83K ﹤0.01%
2,251
+25
1719
$83K ﹤0.01%
394
+38
1720
$83K ﹤0.01%
1,747
+14
1721
$82K ﹤0.01%
5,000
1722
$82K ﹤0.01%
2,875
+206
1723
$82K ﹤0.01%
3,184
+1,404
1724
$82K ﹤0.01%
2,169
1725
$82K ﹤0.01%
2,077
-197
67 68
69
70 71