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
1726
$81K ﹤0.01%
3,476
-128
1727
$81K ﹤0.01%
2,334
+456
1728
$81K ﹤0.01%
6,643
+2,043
1729
$81K ﹤0.01%
6,283
1730
$81K ﹤0.01%
2,739
-20
1731
$81K ﹤0.01%
+3,743
1732
$81K ﹤0.01%
305
+1
1733
$80K ﹤0.01%
4,854
+2,728
1734
$80K ﹤0.01%
5,693
1735
$80K ﹤0.01%
5,657
+607
1736
$80K ﹤0.01%
1,404
-729
1737
$79K ﹤0.01%
5,056
+4,512
1738
$79K ﹤0.01%
7,412
1739
$79K ﹤0.01%
2,569
1740
$79K ﹤0.01%
+2,250
1741
$78K ﹤0.01%
2,866
+519
1742
$78K ﹤0.01%
1,598
-3,678
1743
$78K ﹤0.01%
1,404
-2
1744
$78K ﹤0.01%
7,595
-2,138
1745
$78K ﹤0.01%
2,993
+54
1746
$77K ﹤0.01%
5,238
1747
$77K ﹤0.01%
2,874
-67
1748
$77K ﹤0.01%
3,771
+18
1749
$77K ﹤0.01%
3,708
-946
1750
$77K ﹤0.01%
4,299
68 69
70
71 72