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
1801
$67K ﹤0.01%
5,797
1802
$67K ﹤0.01%
1,586
+6
1803
$67K ﹤0.01%
4,281
+1,359
1804
$67K ﹤0.01%
2,907
-410
1805
$67K ﹤0.01%
606
-635
1806
$67K ﹤0.01%
6,754
-2,506
1807
$67K ﹤0.01%
6,253
1808
$67K ﹤0.01%
9,037
+1,244
1809
$66K ﹤0.01%
1,353
+1,000
1810
$66K ﹤0.01%
4,296
+676
1811
$66K ﹤0.01%
4,061
-687
1812
$66K ﹤0.01%
11,255
1813
$65K ﹤0.01%
2,200
-3
1814
$65K ﹤0.01%
638
+616
1815
$65K ﹤0.01%
17,350
-7,858
1816
$65K ﹤0.01%
5,308
-12,178
1817
$65K ﹤0.01%
4,678
-3,700
1818
$65K ﹤0.01%
+2,196
1819
$65K ﹤0.01%
953
+23
1820
$64K ﹤0.01%
2,992
1821
$64K ﹤0.01%
1,100
1822
$64K ﹤0.01%
2,499
-10,583
1823
$64K ﹤0.01%
10,613
+38
1824
$64K ﹤0.01%
2,057
-4
1825
$64K ﹤0.01%
2,361
+252
71 72
73
74 75