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
201
$23.7M 0.04%
176,480
+13,925
202
$23.6M 0.04%
495,152
+106,713
203
$23.6M 0.04%
85,083
+2,410
204
$23M 0.04%
226,224
+4,578
205
$23M 0.04%
59,630
+5,263
206
$22.9M 0.04%
133,255
+36,132
207
$22.7M 0.04%
76,357
+55,266
208
$22.6M 0.04%
244,223
+9,365
209
$22.4M 0.04%
264,213
-1,430
210
$21.8M 0.04%
+1,056,649
211
$21.6M 0.04%
565,795
-39,684
212
$21.5M 0.04%
+1,075,332
213
$20.9M 0.04%
65,610
-8,036
214
$20.7M 0.04%
484,963
+1,594
215
$20.2M 0.03%
46,976
+2,853
216
$20.2M 0.03%
147,697
+26,319
217
$19.7M 0.03%
307,284
-4,844
218
$19.5M 0.03%
392,842
-49,932
219
$19.3M 0.03%
106,363
+30,123
220
$19.3M 0.03%
194,401
+12,617
221
$19.2M 0.03%
280,299
+74,317
222
$19.1M 0.03%
268,134
+2,077
223
$19M 0.03%
350,089
+110,715
224
$19M 0.03%
166,712
-14,962
225
$18.5M 0.03%
174,039
-27,869
7 8
9
10 11