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
1776
$72K ﹤0.01%
2,127
-551
1777
$71K ﹤0.01%
754
-45
1778
$71K ﹤0.01%
525
+22
1779
$71K ﹤0.01%
+2,800
1780
$71K ﹤0.01%
3,452
1781
$71K ﹤0.01%
443
+410
1782
$70K ﹤0.01%
7,489
-141
1783
$70K ﹤0.01%
2,632
1784
$70K ﹤0.01%
2,127
-2,505
1785
$70K ﹤0.01%
533
+207
1786
$70K ﹤0.01%
2,309
+111
1787
$70K ﹤0.01%
3,863
-12,038
1788
$70K ﹤0.01%
2,017
-23
1789
$69K ﹤0.01%
1,362
-221
1790
$69K ﹤0.01%
141
-13
1791
$69K ﹤0.01%
374
+12
1792
$69K ﹤0.01%
1,446
+73
1793
$69K ﹤0.01%
2,854
1794
$68K ﹤0.01%
762
-557
1795
$68K ﹤0.01%
3,686
+452
1796
$68K ﹤0.01%
1,909
1797
$68K ﹤0.01%
1,232
+312
1798
$68K ﹤0.01%
2,922
1799
$68K ﹤0.01%
8,057
+335
1800
$67K ﹤0.01%
56
70 71
72
73 74