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
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$12K ﹤0.01%
1,000
1902
$12K ﹤0.01%
117
+35
1903
$12K ﹤0.01%
9
1904
$12K ﹤0.01%
222
1905
$12K ﹤0.01%
+100
1906
$12K ﹤0.01%
2,622
+2,206
1907
$12K ﹤0.01%
529
1908
$12K ﹤0.01%
1,010
1909
$11K ﹤0.01%
220
1910
$11K ﹤0.01%
200
1911
$11K ﹤0.01%
314
+17
1912
$11K ﹤0.01%
200
-11
1913
$11K ﹤0.01%
+31
1914
$11K ﹤0.01%
71
1915
$11K ﹤0.01%
788
1916
$11K ﹤0.01%
370
-525
1917
$11K ﹤0.01%
214
-10
1918
$11K ﹤0.01%
785
-408
1919
$11K ﹤0.01%
+11
1920
$11K ﹤0.01%
334
+171
1921
$11K ﹤0.01%
201
1922
$11K ﹤0.01%
+400
1923
$11K ﹤0.01%
381
+14
1924
$11K ﹤0.01%
233
1925
$11K ﹤0.01%
2,004
75 76
77
78 79