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
2201
$22K ﹤0.01%
732
-1,000
2202
$22K ﹤0.01%
24,820
2203
$22K ﹤0.01%
1,194
-200
2204
$22K ﹤0.01%
2,539
+4
2205
$22K ﹤0.01%
1,172
+10
2206
$22K ﹤0.01%
6,341
-20,150
2207
$22K ﹤0.01%
2,310
-9,424
2208
$22K ﹤0.01%
500
-104
2209
$22K ﹤0.01%
510
+410
2210
$22K ﹤0.01%
615
+557
2211
$22K ﹤0.01%
1,600
2212
$22K ﹤0.01%
1,167
+134
2213
$22K ﹤0.01%
1,491
2214
$22K ﹤0.01%
1,528
-382
2215
$22K ﹤0.01%
430
-110
2216
$22K ﹤0.01%
804
+13
2217
$21K ﹤0.01%
229
+114
2218
$21K ﹤0.01%
+3,000
2219
$21K ﹤0.01%
+1,059
2220
$21K ﹤0.01%
6,585
2221
$21K ﹤0.01%
1,880
+1,300
2222
$21K ﹤0.01%
350
2223
$21K ﹤0.01%
537
+5
2224
$21K ﹤0.01%
387
+200
2225
$21K ﹤0.01%
282
87 88
89
90 91