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
1751
$77K ﹤0.01%
3,517
+861
1752
$77K ﹤0.01%
2,400
-6,305
1753
$76K ﹤0.01%
4,719
+72
1754
$76K ﹤0.01%
11,230
+604
1755
$76K ﹤0.01%
1,003
+39
1756
$76K ﹤0.01%
6,171
-11,147
1757
$76K ﹤0.01%
+1,549
1758
$76K ﹤0.01%
3,363
+1,654
1759
$75K ﹤0.01%
5,927
1760
$75K ﹤0.01%
1,217
+149
1761
$75K ﹤0.01%
1,944
-1,837
1762
$75K ﹤0.01%
438
+122
1763
$75K ﹤0.01%
3,672
-445
1764
$75K ﹤0.01%
16,750
+14,150
1765
$75K ﹤0.01%
787
-77
1766
$74K ﹤0.01%
1,724
-40
1767
$74K ﹤0.01%
8,306
+1,107
1768
$74K ﹤0.01%
3,000
1769
$74K ﹤0.01%
196
+83
1770
$74K ﹤0.01%
2,985
+1,735
1771
$74K ﹤0.01%
1,450
1772
$73K ﹤0.01%
7,157
-6,281
1773
$73K ﹤0.01%
+4,150
1774
$72K ﹤0.01%
660
+171
1775
$72K ﹤0.01%
179
-211
69 70
71
72 73