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
$66.1B
AUM Growth
+$8.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,576
New
Increased
Reduced
Closed

Top Buys

1
+$858M
2
+$628M
3
+$529M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$412M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$215M

Top Sells

1
+$1.23B
2
+$627M
3
+$76.5M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$24.8M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$24.4M

Sector Composition

1 Technology 2.41%
2 Financials 1.35%
3 Healthcare 1.33%
4 Consumer Discretionary 1.05%
5 Industrials 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$30.2M 0.05%
560,378
+18,016
202
$30M 0.05%
129,511
+5,485
203
$30M 0.05%
205,285
+24,124
204
$29.9M 0.05%
465,065
-69,515
205
$29.8M 0.05%
851,045
+46,578
206
$29.7M 0.05%
282,051
-16,902
207
$29.4M 0.04%
77,939
+4,713
208
$29.1M 0.04%
198,539
+55,686
209
$28.8M 0.04%
1,284,258
+719,408
210
$28.6M 0.04%
559,557
-158,090
211
$28.5M 0.04%
258,916
+225,472
212
$28.4M 0.04%
77,530
-4,417
213
$28M 0.04%
440,912
+10,308
214
$27.6M 0.04%
333,055
-14,116
215
$27.2M 0.04%
389,448
+230,428
216
$27M 0.04%
711,939
+190,197
217
$27M 0.04%
352,907
+15,360
218
$26.7M 0.04%
54,855
+5,183
219
$25.1M 0.04%
498,054
+323,524
220
$24.8M 0.04%
200,984
+20,381
221
$24.7M 0.04%
426,784
+383,999
222
$24.7M 0.04%
157,133
-40,277
223
$24.5M 0.04%
413,857
+14,840
224
$24.5M 0.04%
739,603
-130,277
225
$24.2M 0.04%
662,099
+610,683
7 8
9
10 11