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
2151
$25K ﹤0.01%
2,595
-9,834
2152
$25K ﹤0.01%
582
2153
$24K ﹤0.01%
2,584
-1
2154
$24K ﹤0.01%
645
+565
2155
$24K ﹤0.01%
101
-5
2156
$24K ﹤0.01%
1,475
2157
$24K ﹤0.01%
2,733
+672
2158
$24K ﹤0.01%
103
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2159
$24K ﹤0.01%
1,134
+61
2160
$24K ﹤0.01%
441
-700
2161
$24K ﹤0.01%
500
2162
$24K ﹤0.01%
333
+25
2163
$24K ﹤0.01%
+650
2164
$24K ﹤0.01%
2,700
2165
$24K ﹤0.01%
1,675
2166
$24K ﹤0.01%
2,552
+1,600
2167
$24K ﹤0.01%
+460
2168
$24K ﹤0.01%
445
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2169
$24K ﹤0.01%
392
-55
2170
$24K ﹤0.01%
899
+89
2171
$24K ﹤0.01%
7,991
+1,341
2172
$24K ﹤0.01%
3,091
+3,000
2173
$23K ﹤0.01%
+1,741
2174
$23K ﹤0.01%
1,729
+638
2175
$23K ﹤0.01%
3,092
-8,417
85 86
87
88 89