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
2101
$28K ﹤0.01%
779
-157
2102
$28K ﹤0.01%
+3,470
2103
$28K ﹤0.01%
1,271
-239
2104
$28K ﹤0.01%
625
2105
$28K ﹤0.01%
1,038
+125
2106
$28K ﹤0.01%
594
+19
2107
$28K ﹤0.01%
376
2108
$28K ﹤0.01%
+585
2109
$27K ﹤0.01%
270
+227
2110
$27K ﹤0.01%
400
2111
$27K ﹤0.01%
911
+152
2112
$27K ﹤0.01%
551
-481
2113
$27K ﹤0.01%
927
+597
2114
$27K ﹤0.01%
3,335
+23
2115
$27K ﹤0.01%
+618
2116
$27K ﹤0.01%
3,000
-13
2117
$27K ﹤0.01%
7,056
+5,189
2118
$27K ﹤0.01%
856
2119
$27K ﹤0.01%
928
+612
2120
$27K ﹤0.01%
1,341
+33
2121
$26K ﹤0.01%
2,015
-9
2122
$26K ﹤0.01%
251
-146
2123
$26K ﹤0.01%
268
2124
$26K ﹤0.01%
+465
2125
$26K ﹤0.01%
852
+784
83 84
85
86 87