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
2251
$19K ﹤0.01%
6
2252
$19K ﹤0.01%
1,000
2253
$19K ﹤0.01%
841
+255
2254
$19K ﹤0.01%
1,074
-3,376
2255
$19K ﹤0.01%
314
+211
2256
$19K ﹤0.01%
2,321
2257
$19K ﹤0.01%
+2,133
2258
$19K ﹤0.01%
1,075
2259
$19K ﹤0.01%
1,207
+115
2260
$19K ﹤0.01%
700
2261
$19K ﹤0.01%
+166
2262
$19K ﹤0.01%
+200
2263
$19K ﹤0.01%
+802
2264
$19K ﹤0.01%
731
+68
2265
$19K ﹤0.01%
304
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2266
$19K ﹤0.01%
672
2267
$18K ﹤0.01%
+483
2268
$18K ﹤0.01%
2,195
-200
2269
$18K ﹤0.01%
304
+78
2270
$18K ﹤0.01%
337
+153
2271
$18K ﹤0.01%
1,090
2272
$18K ﹤0.01%
644
2273
$18K ﹤0.01%
628
2274
$18K ﹤0.01%
875
+100
2275
$18K ﹤0.01%
100
-34
89 90
91
92 93