Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
3,630
New
Increased
Reduced
Closed

Top Buys

1
+$612M
2
+$277M
3
+$267M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$257M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$176M

Top Sells

1
+$116M
2
+$115M
3
+$52.4M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$50.6M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$33.2M

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%
500
-199
2302
$17K ﹤0.01%
+350
2303
$17K ﹤0.01%
2,122
-2,126
2304
$17K ﹤0.01%
1,590
+630
2305
$17K ﹤0.01%
+355
2306
$17K ﹤0.01%
574
2307
$17K ﹤0.01%
694
-83
2308
$17K ﹤0.01%
774
-295
2309
$17K ﹤0.01%
267
-437
2310
$17K ﹤0.01%
234
+134
2311
$17K ﹤0.01%
238
-12
2312
$16K ﹤0.01%
391
+3
2313
$16K ﹤0.01%
95
-10
2314
$16K ﹤0.01%
1,175
-784
2315
$16K ﹤0.01%
382
+209
2316
$16K ﹤0.01%
631
+208
2317
$16K ﹤0.01%
413
+231
2318
$16K ﹤0.01%
1,073
2319
$16K ﹤0.01%
454
+40
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