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
201
$7.93M 0.03%
91,079
-9,066
202
$7.75M 0.03%
39,413
-6,036
203
$7.74M 0.03%
43,045
+4,212
204
$7.66M 0.03%
129,279
-8,484
205
$7.6M 0.03%
135,479
-14,386
206
$7.47M 0.03%
290,522
-87,125
207
$7.45M 0.03%
142,613
+5,487
208
$7.42M 0.03%
290,603
+28,935
209
$7.29M 0.03%
127,850
+839
210
$7.24M 0.03%
145,404
+31,999
211
$7.2M 0.03%
150,812
+8,762
212
$7.18M 0.03%
38,395
+973
213
$6.95M 0.03%
281,005
+35,424
214
$6.83M 0.03%
381,370
+96,040
215
$6.74M 0.03%
270,420
+4,479
216
$6.73M 0.03%
179,293
-41,135
217
$6.71M 0.03%
104,151
+4,473
218
$6.67M 0.03%
33,235
+2,317
219
$6.63M 0.03%
123,663
-54
220
$6.53M 0.03%
194,490
+36,825
221
$6.48M 0.03%
32,883
+159
222
$6.48M 0.03%
370,548
+32,524
223
$6.44M 0.03%
251,095
+31,993
224
$6.4M 0.03%
64,342
+3,753
225
$6.23M 0.03%
93,333
+2,296
7 8
9
10 11