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
2301
$17K ﹤0.01%
+350
2302
$17K ﹤0.01%
2,122
-2,126
2303
$17K ﹤0.01%
1,590
+630
2304
$17K ﹤0.01%
+355
2305
$17K ﹤0.01%
234
+16
2306
$17K ﹤0.01%
475
2307
$17K ﹤0.01%
574
2308
$17K ﹤0.01%
694
-83
2309
$17K ﹤0.01%
774
-295
2310
$17K ﹤0.01%
267
-437
2311
$17K ﹤0.01%
234
+134
2312
$16K ﹤0.01%
454
+40
2313
$16K ﹤0.01%
391
+3
2314
$16K ﹤0.01%
95
-10
2315
$16K ﹤0.01%
1,175
-784
2316
$16K ﹤0.01%
382
+209
2317
$16K ﹤0.01%
631
+208
2318
$16K ﹤0.01%
413
+231
2319
$16K ﹤0.01%
1,073
2320
$16K ﹤0.01%
93
+62
2321
$16K ﹤0.01%
124
+82
2322
$16K ﹤0.01%
2,769
+282
2323
$16K ﹤0.01%
363
+131
2324
$16K ﹤0.01%
246
2325
$16K ﹤0.01%
1,650
-281
91 92
93
94 95