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
2276
$18K ﹤0.01%
195
-250
2277
$18K ﹤0.01%
800
2278
$18K ﹤0.01%
1,493
-655
2279
$18K ﹤0.01%
1,160
2280
$18K ﹤0.01%
2,625
-627
2281
$18K ﹤0.01%
184
2282
$18K ﹤0.01%
6,500
2283
$18K ﹤0.01%
688
+278
2284
$18K ﹤0.01%
1,940
+44
2285
$18K ﹤0.01%
205
-3
2286
$18K ﹤0.01%
+1,068
2287
$17K ﹤0.01%
+445
2288
$17K ﹤0.01%
1,697
-2,042
2289
$17K ﹤0.01%
+765
2290
$17K ﹤0.01%
38
-9
2291
$17K ﹤0.01%
238
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2292
$17K ﹤0.01%
2,105
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2293
$17K ﹤0.01%
731
2294
$17K ﹤0.01%
3,075
+298
2295
$17K ﹤0.01%
300
-73
2296
$17K ﹤0.01%
800
2297
$17K ﹤0.01%
244
-53
2298
$17K ﹤0.01%
677
+271
2299
$17K ﹤0.01%
273
-446
2300
$17K ﹤0.01%
500
-199
90 91
92
93 94