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
1826
$64K ﹤0.01%
2,191
1827
$64K ﹤0.01%
354
+61
1828
$63K ﹤0.01%
988
+179
1829
$63K ﹤0.01%
3,250
1830
$63K ﹤0.01%
631
-455
1831
$63K ﹤0.01%
2,593
+1,845
1832
$63K ﹤0.01%
1,614
+35
1833
$62K ﹤0.01%
8,832
-1,800
1834
$62K ﹤0.01%
2,922
1835
$62K ﹤0.01%
418
+30
1836
$62K ﹤0.01%
1,255
-168
1837
$62K ﹤0.01%
1,114
+64
1838
$62K ﹤0.01%
2,600
+250
1839
$62K ﹤0.01%
3,730
-37,072
1840
$61K ﹤0.01%
5,413
+5,356
1841
$61K ﹤0.01%
1,734
-142
1842
$61K ﹤0.01%
1,213
-91
1843
$61K ﹤0.01%
2,195
+78
1844
$60K ﹤0.01%
29,173
+7,721
1845
$60K ﹤0.01%
4,757
1846
$60K ﹤0.01%
15,679
+9,750
1847
$60K ﹤0.01%
4,956
+3,120
1848
$60K ﹤0.01%
12,200
+8,300
1849
$60K ﹤0.01%
1,516
+764
1850
$60K ﹤0.01%
2,605
-3,101
72 73
74
75 76