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
2076
$30K ﹤0.01%
1,250
-1,200
2077
$30K ﹤0.01%
1,537
+780
2078
$30K ﹤0.01%
533
2079
$30K ﹤0.01%
142
-1
2080
$30K ﹤0.01%
3,599
2081
$30K ﹤0.01%
1,201
-816
2082
$30K ﹤0.01%
5,066
+4,686
2083
$30K ﹤0.01%
880
2084
$30K ﹤0.01%
2,000
2085
$30K ﹤0.01%
3,325
-785
2086
$30K ﹤0.01%
+1,200
2087
$29K ﹤0.01%
8,551
-34,756
2088
$29K ﹤0.01%
2,223
2089
$29K ﹤0.01%
+2,008
2090
$29K ﹤0.01%
249
-71
2091
$29K ﹤0.01%
775
2092
$29K ﹤0.01%
284
2093
$29K ﹤0.01%
1,500
2094
$29K ﹤0.01%
402
+2
2095
$29K ﹤0.01%
+747
2096
$28K ﹤0.01%
1,625
-1,681
2097
$28K ﹤0.01%
4,738
+114
2098
$28K ﹤0.01%
1,688
-7
2099
$28K ﹤0.01%
1,515
+35
2100
$28K ﹤0.01%
+340
82 83
84
85 86