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
$66.1B
AUM Growth
+$8.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$858M
2
+$628M
3
+$529M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$412M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$215M

Top Sells

1
+$1.23B
2
+$627M
3
+$76.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$24.8M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$24.4M

Sector Composition

1 Technology 2.41%
2 Financials 1.35%
3 Healthcare 1.33%
4 Consumer Discretionary 1.05%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
$41K ﹤0.01%
150
+5
1977
$40.9K ﹤0.01%
2,610
-7,806
1978
$40.7K ﹤0.01%
3,450
1979
$40.5K ﹤0.01%
729
1980
$40.4K ﹤0.01%
2,945
-45,055
1981
$40.3K ﹤0.01%
797
1982
$40.3K ﹤0.01%
4,941
-4,920
1983
$39.8K ﹤0.01%
1,195
+550
1984
$39.7K ﹤0.01%
3,546
1985
$39.7K ﹤0.01%
521
-18
1986
$39.6K ﹤0.01%
1,935
1987
$39.6K ﹤0.01%
372
1988
$39.6K ﹤0.01%
1,715
-369
1989
$39.5K ﹤0.01%
3,411
-36,308
1990
$39.5K ﹤0.01%
9,299
1991
$39.4K ﹤0.01%
1,239
+1,209
1992
$39.4K ﹤0.01%
266
+4
1993
$39.3K ﹤0.01%
10,480
1994
$39.3K ﹤0.01%
432
+32
1995
$39.2K ﹤0.01%
1,365
-306
1996
$39.2K ﹤0.01%
3,069
1997
$38.8K ﹤0.01%
401
1998
$38.7K ﹤0.01%
525
1999
$38.5K ﹤0.01%
1,682
-16,673
2000
$38.3K ﹤0.01%
+1,690
78 79
80
81 82