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
2351
$14K ﹤0.01%
660
2352
$14K ﹤0.01%
360
+175
2353
$14K ﹤0.01%
168
-42
2354
$14K ﹤0.01%
124
-193
2355
$14K ﹤0.01%
1,090
-879
2356
$14K ﹤0.01%
113
2357
$14K ﹤0.01%
+367
2358
$14K ﹤0.01%
580
+160
2359
$14K ﹤0.01%
500
2360
$14K ﹤0.01%
160
+152
2361
$14K ﹤0.01%
666
-324
2362
$14K ﹤0.01%
+581
2363
$14K ﹤0.01%
1,315
2364
$14K ﹤0.01%
22
-2
2365
$14K ﹤0.01%
3,725
2366
$14K ﹤0.01%
695
-64
2367
$14K ﹤0.01%
810
-4,000
2368
$13K ﹤0.01%
677
-133
2369
$13K ﹤0.01%
+545
2370
$13K ﹤0.01%
171
2371
$13K ﹤0.01%
+278
2372
$13K ﹤0.01%
775
-265
2373
$13K ﹤0.01%
123
-145
2374
$13K ﹤0.01%
382
2375
$13K ﹤0.01%
2,035
93 94
95
96 97