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
2176
$23K ﹤0.01%
1,140
-3,642
2177
$23K ﹤0.01%
903
+54
2178
$23K ﹤0.01%
1,453
-36
2179
$23K ﹤0.01%
300
-1,676
2180
$23K ﹤0.01%
1,145
-321
2181
$23K ﹤0.01%
1,203
-395
2182
$23K ﹤0.01%
2,419
-118
2183
$23K ﹤0.01%
112
-352
2184
$23K ﹤0.01%
2,533
2185
$23K ﹤0.01%
264
+261
2186
$23K ﹤0.01%
120
2187
$23K ﹤0.01%
147
+15
2188
$23K ﹤0.01%
698
-2,624
2189
$23K ﹤0.01%
1,813
-4,688
2190
$23K ﹤0.01%
819
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2191
$23K ﹤0.01%
513
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2192
$23K ﹤0.01%
777
+85
2193
$23K ﹤0.01%
500
2194
$23K ﹤0.01%
2,697
2195
$23K ﹤0.01%
3,216
-59
2196
$23K ﹤0.01%
+934
2197
$22K ﹤0.01%
512
-7
2198
$22K ﹤0.01%
583
2199
$22K ﹤0.01%
+1,200
2200
$22K ﹤0.01%
901
86 87
88
89 90