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
1976
$42K ﹤0.01%
639
+170
1977
$42K ﹤0.01%
+3,048
1978
$42K ﹤0.01%
+1,625
1979
$42K ﹤0.01%
11,675
1980
$42K ﹤0.01%
730
1981
$42K ﹤0.01%
972
1982
$42K ﹤0.01%
13,575
1983
$42K ﹤0.01%
5,400
+416
1984
$42K ﹤0.01%
2,247
+836
1985
$41K ﹤0.01%
+1,842
1986
$41K ﹤0.01%
1,935
1987
$41K ﹤0.01%
7,771
-12,270
1988
$40K ﹤0.01%
2,620
+120
1989
$40K ﹤0.01%
2,407
-2,767
1990
$40K ﹤0.01%
2,383
-7,571
1991
$40K ﹤0.01%
2,407
-15
1992
$40K ﹤0.01%
3,097
+49
1993
$40K ﹤0.01%
1,820
-125
1994
$39K ﹤0.01%
840
1995
$39K ﹤0.01%
4,262
1996
$39K ﹤0.01%
428
-33
1997
$39K ﹤0.01%
1,962
1998
$39K ﹤0.01%
197
+110
1999
$39K ﹤0.01%
250
2000
$39K ﹤0.01%
1,296
78 79
80
81 82