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
176
$29.2M 0.05%
320,103
+5,840
177
$29M 0.05%
779,113
+14,952
178
$28.5M 0.05%
921,742
+21,075
179
$28.4M 0.05%
301,723
+19,223
180
$28.3M 0.05%
184,816
+6,747
181
$28.2M 0.05%
972,058
+33,161
182
$28.1M 0.05%
93,675
-18,264
183
$27.9M 0.05%
280,632
+140,081
184
$27.8M 0.05%
679,637
+677,439
185
$27.7M 0.05%
863,760
-3,841
186
$27.6M 0.05%
680,448
-36,561
187
$27.5M 0.05%
1,084,455
-1,936,879
188
$27.2M 0.05%
131,812
+59,962
189
$27.1M 0.05%
116,266
+21,989
190
$27.1M 0.05%
+1,349,249
191
$27M 0.05%
145,581
+41,973
192
$26.5M 0.05%
191,215
-2,593
193
$26.2M 0.05%
339,968
+8,149
194
$26.2M 0.05%
80,756
+1,400
195
$26.1M 0.04%
257,537
+64,575
196
$25.4M 0.04%
404,220
+24,057
197
$24.8M 0.04%
804,859
+804,694
198
$24.1M 0.04%
997,669
+207,277
199
$24.1M 0.04%
388,359
-14,307
200
$23.9M 0.04%
1,133,819
+707,930
6 7
8
9 10