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
2226
$21K ﹤0.01%
1,085
-12
2227
$21K ﹤0.01%
3,559
+168
2228
$21K ﹤0.01%
+600
2229
$21K ﹤0.01%
458
2230
$21K ﹤0.01%
3,619
2231
$20K ﹤0.01%
2,196
2232
$20K ﹤0.01%
2,628
-11,912
2233
$20K ﹤0.01%
269
-389
2234
$20K ﹤0.01%
643
2235
$20K ﹤0.01%
475
2236
$20K ﹤0.01%
482
+3
2237
$20K ﹤0.01%
1,500
-44
2238
$20K ﹤0.01%
124
-11
2239
$20K ﹤0.01%
+2,565
2240
$20K ﹤0.01%
+1,252
2241
$20K ﹤0.01%
464
2242
$20K ﹤0.01%
200
+40
2243
$20K ﹤0.01%
200
+162
2244
$20K ﹤0.01%
+239
2245
$20K ﹤0.01%
228
+97
2246
$20K ﹤0.01%
628
+201
2247
$20K ﹤0.01%
1,001
+1
2248
$20K ﹤0.01%
2,616
2249
$20K ﹤0.01%
1,635
-4,137
2250
$19K ﹤0.01%
327
+75
88 89
90
91 92