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
1876
$56K ﹤0.01%
6,900
+925
1877
$56K ﹤0.01%
+1,428
1878
$56K ﹤0.01%
864
+105
1879
$56K ﹤0.01%
10,990
-56,915
1880
$56K ﹤0.01%
1,000
1881
$56K ﹤0.01%
1,723
1882
$55K ﹤0.01%
4,985
1883
$55K ﹤0.01%
1,731
-4,207
1884
$55K ﹤0.01%
758
+42
1885
$55K ﹤0.01%
1,923
+1,883
1886
$55K ﹤0.01%
863
+42
1887
$55K ﹤0.01%
1,900
-92
1888
$55K ﹤0.01%
1,920
+1,114
1889
$54K ﹤0.01%
+2,272
1890
$54K ﹤0.01%
1,325
-106
1891
$54K ﹤0.01%
3,485
+93
1892
$53K ﹤0.01%
19,721
-6,257
1893
$53K ﹤0.01%
1,509
+398
1894
$53K ﹤0.01%
6,749
1895
$52K ﹤0.01%
1,475
-232
1896
$52K ﹤0.01%
442
+81
1897
$52K ﹤0.01%
+2,352
1898
$52K ﹤0.01%
1,364
+216
1899
$52K ﹤0.01%
2,000
1900
$52K ﹤0.01%
369
-210
74 75
76
77 78