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
2326
$16K ﹤0.01%
716
2327
$16K ﹤0.01%
2,004
2328
$16K ﹤0.01%
+572
2329
$16K ﹤0.01%
+89
2330
$16K ﹤0.01%
+503
2331
$16K ﹤0.01%
696
2332
$16K ﹤0.01%
1,000
2333
$15K ﹤0.01%
92
+17
2334
$15K ﹤0.01%
+1,453
2335
$15K ﹤0.01%
+600
2336
$15K ﹤0.01%
585
2337
$15K ﹤0.01%
282
-128
2338
$15K ﹤0.01%
+387
2339
$15K ﹤0.01%
358
-572
2340
$15K ﹤0.01%
626
-343
2341
$15K ﹤0.01%
400
2342
$15K ﹤0.01%
129
-40
2343
$15K ﹤0.01%
283
-30
2344
$15K ﹤0.01%
2,125
-2,550
2345
$15K ﹤0.01%
409
-567
2346
$15K ﹤0.01%
289
+29
2347
$15K ﹤0.01%
5,915
2348
$15K ﹤0.01%
202
+1
2349
$15K ﹤0.01%
1,392
+5
2350
$15K ﹤0.01%
+235
92 93
94
95 96