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
1726
$20K ﹤0.01%
1,868
+1,160
1727
$20K ﹤0.01%
556
+70
1728
$19K ﹤0.01%
403
+2
1729
$19K ﹤0.01%
+333
1730
$19K ﹤0.01%
597
-31
1731
$19K ﹤0.01%
1,000
-40
1732
$19K ﹤0.01%
968
-564
1733
$19K ﹤0.01%
341
-32
1734
$19K ﹤0.01%
468
+113
1735
$19K ﹤0.01%
1,500
+1,000
1736
$19K ﹤0.01%
2,924
1737
$19K ﹤0.01%
656
+356
1738
$19K ﹤0.01%
391
-477
1739
$19K ﹤0.01%
225
+84
1740
$19K ﹤0.01%
329
+222
1741
$19K ﹤0.01%
1,411
1742
$19K ﹤0.01%
226
+29
1743
$19K ﹤0.01%
566
1744
$19K ﹤0.01%
1,492
-4,557
1745
$19K ﹤0.01%
250
1746
$19K ﹤0.01%
2,301
1747
$19K ﹤0.01%
+1,572
1748
$19K ﹤0.01%
+594
1749
$19K ﹤0.01%
750
1750
$19K ﹤0.01%
1,026
+9
68 69
70
71 72