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
1851
$60K ﹤0.01%
2,994
+2,562
1852
$59K ﹤0.01%
400
-206
1853
$59K ﹤0.01%
4,100
1854
$59K ﹤0.01%
807
+91
1855
$59K ﹤0.01%
1,648
+228
1856
$59K ﹤0.01%
1,028
-158
1857
$59K ﹤0.01%
1,689
+490
1858
$59K ﹤0.01%
3,581
-118
1859
$59K ﹤0.01%
488
+65
1860
$58K ﹤0.01%
4,758
-2,427
1861
$58K ﹤0.01%
2,630
1862
$58K ﹤0.01%
631
1863
$58K ﹤0.01%
2,537
-113,200
1864
$58K ﹤0.01%
867
+91
1865
$58K ﹤0.01%
1,453
1866
$57K ﹤0.01%
+3,384
1867
$57K ﹤0.01%
833
+62
1868
$57K ﹤0.01%
5,271
-765
1869
$57K ﹤0.01%
4,100
1870
$57K ﹤0.01%
1,050
1871
$57K ﹤0.01%
5,542
-9,489
1872
$57K ﹤0.01%
326
-6
1873
$56K ﹤0.01%
921
+428
1874
$56K ﹤0.01%
5,809
+4,156
1875
$56K ﹤0.01%
1,259
+699
73 74
75
76 77