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
1926
$48K ﹤0.01%
1,477
1927
$48K ﹤0.01%
277
+78
1928
$48K ﹤0.01%
1,146
-158
1929
$48K ﹤0.01%
+957
1930
$48K ﹤0.01%
592
-142
1931
$48K ﹤0.01%
249
+19
1932
$47K ﹤0.01%
575
+375
1933
$47K ﹤0.01%
5,044
-10,998
1934
$47K ﹤0.01%
2,038
+13
1935
$47K ﹤0.01%
442
1936
$47K ﹤0.01%
3,450
+195
1937
$47K ﹤0.01%
3,547
+641
1938
$47K ﹤0.01%
1,114
+133
1939
$47K ﹤0.01%
2,698
+316
1940
$47K ﹤0.01%
3,693
+2,746
1941
$47K ﹤0.01%
5,757
-421
1942
$46K ﹤0.01%
10,592
-871
1943
$46K ﹤0.01%
1,452
+887
1944
$46K ﹤0.01%
5,010
-6,489
1945
$46K ﹤0.01%
1,581
+611
1946
$46K ﹤0.01%
4,394
1947
$46K ﹤0.01%
1,252
1948
$46K ﹤0.01%
6,671
1949
$46K ﹤0.01%
362
1950
$45K ﹤0.01%
1,132
+286
76 77
78
79 80