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
2376
$13K ﹤0.01%
1,890
+890
2377
$13K ﹤0.01%
683
+36
2378
$13K ﹤0.01%
2,802
-22,219
2379
$13K ﹤0.01%
272
2380
$13K ﹤0.01%
+950
2381
$13K ﹤0.01%
+249
2382
$13K ﹤0.01%
219
2383
$13K ﹤0.01%
1,025
2384
$13K ﹤0.01%
+470
2385
$13K ﹤0.01%
+3,000
2386
$13K ﹤0.01%
405
-410
2387
$13K ﹤0.01%
1,413
-2,691
2388
$13K ﹤0.01%
81
-1,024
2389
$13K ﹤0.01%
388
+375
2390
$13K ﹤0.01%
501
+238
2391
$13K ﹤0.01%
418
-35
2392
$12K ﹤0.01%
800
2393
$12K ﹤0.01%
1,636
+297
2394
$12K ﹤0.01%
347
+47
2395
$12K ﹤0.01%
+430
2396
$12K ﹤0.01%
46
+40
2397
$12K ﹤0.01%
7,844
-1
2398
$12K ﹤0.01%
252
2399
$12K ﹤0.01%
628
-928
2400
$12K ﹤0.01%
+445
94 95
96
97 98