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
1951
$45K ﹤0.01%
957
-107
1952
$45K ﹤0.01%
+4,000
1953
$45K ﹤0.01%
176
+77
1954
$45K ﹤0.01%
5,500
-13
1955
$45K ﹤0.01%
7,275
1956
$45K ﹤0.01%
1,492
+519
1957
$45K ﹤0.01%
1,951
+123
1958
$45K ﹤0.01%
1,054
1959
$45K ﹤0.01%
1,016
+516
1960
$44K ﹤0.01%
3,761
+922
1961
$44K ﹤0.01%
3,955
+2,390
1962
$44K ﹤0.01%
2,401
-13
1963
$44K ﹤0.01%
4,775
1964
$44K ﹤0.01%
1,034
+390
1965
$44K ﹤0.01%
2,114
+1,114
1966
$44K ﹤0.01%
+14,100
1967
$44K ﹤0.01%
1,144
1968
$43K ﹤0.01%
850
+746
1969
$43K ﹤0.01%
3,546
1970
$43K ﹤0.01%
7,279
-2,890
1971
$43K ﹤0.01%
1,100
-179
1972
$43K ﹤0.01%
380
-84
1973
$43K ﹤0.01%
+800
1974
$43K ﹤0.01%
4,230
+3,973
1975
$43K ﹤0.01%
398
+121
77 78
79
80 81