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
1901
$52K ﹤0.01%
3,056
1902
$51K ﹤0.01%
462
+53
1903
$51K ﹤0.01%
+1,500
1904
$51K ﹤0.01%
838
+272
1905
$51K ﹤0.01%
1,051
+97
1906
$51K ﹤0.01%
790
+260
1907
$51K ﹤0.01%
3,712
+3,069
1908
$51K ﹤0.01%
3,232
1909
$51K ﹤0.01%
1,952
1910
$50K ﹤0.01%
562
-152
1911
$50K ﹤0.01%
3,047
+382
1912
$50K ﹤0.01%
2,280
+78
1913
$50K ﹤0.01%
1,123
-615
1914
$50K ﹤0.01%
1,144
1915
$50K ﹤0.01%
2,792
+1,217
1916
$50K ﹤0.01%
1,975
+476
1917
$50K ﹤0.01%
2,240
+372
1918
$50K ﹤0.01%
2,000
1919
$49K ﹤0.01%
2,072
1920
$49K ﹤0.01%
3,072
-9
1921
$49K ﹤0.01%
787
+180
1922
$49K ﹤0.01%
548
+10
1923
$48K ﹤0.01%
6,320
-1,120
1924
$48K ﹤0.01%
+709
1925
$48K ﹤0.01%
599
75 76
77
78 79