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
2051
$33K ﹤0.01%
322
+313
2052
$33K ﹤0.01%
932
+110
2053
$33K ﹤0.01%
445
+153
2054
$33K ﹤0.01%
417
+386
2055
$32K ﹤0.01%
+2,119
2056
$32K ﹤0.01%
337
2057
$32K ﹤0.01%
1,022
+709
2058
$32K ﹤0.01%
+1,321
2059
$32K ﹤0.01%
1,152
+300
2060
$32K ﹤0.01%
312
+13
2061
$32K ﹤0.01%
+5,091
2062
$31K ﹤0.01%
363
+350
2063
$31K ﹤0.01%
+1,426
2064
$31K ﹤0.01%
1,119
-790
2065
$31K ﹤0.01%
461
+351
2066
$31K ﹤0.01%
659
+259
2067
$31K ﹤0.01%
+526
2068
$31K ﹤0.01%
771
-1,642
2069
$31K ﹤0.01%
3,701
+245
2070
$31K ﹤0.01%
349
-213
2071
$31K ﹤0.01%
588
-145
2072
$31K ﹤0.01%
504
+6
2073
$31K ﹤0.01%
+1,767
2074
$31K ﹤0.01%
4,488
+1,373
2075
$30K ﹤0.01%
172
+58
81 82
83
84 85