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
1976
$9K ﹤0.01%
527
+6
1977
$9K ﹤0.01%
321
+123
1978
$9K ﹤0.01%
225
1979
$9K ﹤0.01%
+250
1980
$9K ﹤0.01%
430
1981
$9K ﹤0.01%
174
1982
$9K ﹤0.01%
550
1983
$9K ﹤0.01%
293
1984
$9K ﹤0.01%
400
1985
$9K ﹤0.01%
+300
1986
$9K ﹤0.01%
129
-254
1987
$9K ﹤0.01%
359
1988
$9K ﹤0.01%
+1,000
1989
$9K ﹤0.01%
444
-184
1990
$9K ﹤0.01%
+2,000
1991
$9K ﹤0.01%
100
1992
$9K ﹤0.01%
192
-206
1993
$8K ﹤0.01%
310
-34
1994
$8K ﹤0.01%
471
1995
$8K ﹤0.01%
200
1996
$8K ﹤0.01%
93
+6
1997
$8K ﹤0.01%
+1,000
1998
$8K ﹤0.01%
470
1999
$8K ﹤0.01%
500
2000
$8K ﹤0.01%
240
78 79
80
81 82