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
1951
$10K ﹤0.01%
675
1952
$10K ﹤0.01%
+212
1953
$10K ﹤0.01%
187
+27
1954
$10K ﹤0.01%
681
-17,844
1955
$10K ﹤0.01%
910
1956
$10K ﹤0.01%
226
-52
1957
$10K ﹤0.01%
1,075
1958
$10K ﹤0.01%
240
1959
$10K ﹤0.01%
1,063
-8,677
1960
$10K ﹤0.01%
502
-5,068
1961
$10K ﹤0.01%
740
1962
$10K ﹤0.01%
280
1963
$10K ﹤0.01%
316
-4
1964
$9K ﹤0.01%
+134
1965
$9K ﹤0.01%
210
1966
$9K ﹤0.01%
+379
1967
$9K ﹤0.01%
58
+9
1968
$9K ﹤0.01%
1,322
+1,158
1969
$9K ﹤0.01%
+99
1970
$9K ﹤0.01%
465
+250
1971
$9K ﹤0.01%
+167
1972
$9K ﹤0.01%
+361
1973
$9K ﹤0.01%
94
+74
1974
$9K ﹤0.01%
358
+207
1975
$9K ﹤0.01%
94
-169
77 78
79
80 81