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
2101
$6K ﹤0.01%
116
2102
$6K ﹤0.01%
40
-84
2103
$6K ﹤0.01%
114
2104
$6K ﹤0.01%
269
2105
$6K ﹤0.01%
+75
2106
$6K ﹤0.01%
200
-481
2107
$6K ﹤0.01%
7,500
2108
$6K ﹤0.01%
455
2109
$6K ﹤0.01%
497
2110
$6K ﹤0.01%
147
2111
$6K ﹤0.01%
+123
2112
$6K ﹤0.01%
316
+2
2113
$6K ﹤0.01%
472
-1,741
2114
$6K ﹤0.01%
3,039
-152
2115
$6K ﹤0.01%
921
2116
$5K ﹤0.01%
143
+87
2117
$5K ﹤0.01%
+373
2118
$5K ﹤0.01%
102
+72
2119
$5K ﹤0.01%
683
-203
2120
$5K ﹤0.01%
185
-3
2121
$5K ﹤0.01%
+153
2122
$5K ﹤0.01%
+119
2123
$5K ﹤0.01%
3,240
2124
$5K ﹤0.01%
75
-12
2125
$5K ﹤0.01%
+158
83 84
85
86 87