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
151
$13.3M 0.06%
373,710
+10,190
152
$13.1M 0.06%
53,639
+652
153
$13M 0.06%
81,368
+3,888
154
$12.7M 0.06%
69,904
+6,049
155
$12.6M 0.06%
165,413
+5,957
156
$12.4M 0.05%
282,096
+20,638
157
$12.3M 0.05%
238,770
+1,260
158
$12.3M 0.05%
287,133
-4,362
159
$12.2M 0.05%
120,231
+58,123
160
$12.1M 0.05%
79,487
+20,629
161
$12M 0.05%
147,485
+13,821
162
$11.9M 0.05%
137,337
+653
163
$11.7M 0.05%
2,607,280
+1,553,080
164
$11.5M 0.05%
127,311
+6,205
165
$11.4M 0.05%
244,494
-132,980
166
$11.4M 0.05%
228,724
-216,365
167
$11.3M 0.05%
6,504
+334
168
$11.3M 0.05%
481,279
-43,675
169
$11.1M 0.05%
402,479
+35,681
170
$10.9M 0.05%
387,768
+37,850
171
$10.9M 0.05%
222,435
-180,300
172
$10.4M 0.05%
408,950
+38,216
173
$10.2M 0.04%
89,215
+22,646
174
$10.1M 0.04%
93,811
-3,527
175
$9.87M 0.04%
161,934
+36,954
5 6
7
8 9