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
2401
$12K ﹤0.01%
3,296
+1,516
2402
$12K ﹤0.01%
+600
2403
$12K ﹤0.01%
407
+99
2404
$12K ﹤0.01%
411
+49
2405
$12K ﹤0.01%
+240
2406
$12K ﹤0.01%
1,132
2407
$12K ﹤0.01%
1,450
+4
2408
$12K ﹤0.01%
144
+109
2409
$12K ﹤0.01%
+500
2410
$12K ﹤0.01%
500
+289
2411
$12K ﹤0.01%
677
2412
$12K ﹤0.01%
773
2413
$12K ﹤0.01%
402
-109
2414
$12K ﹤0.01%
400
2415
$12K ﹤0.01%
403
2416
$12K ﹤0.01%
309
-300
2417
$12K ﹤0.01%
10
2418
$12K ﹤0.01%
500
2419
$12K ﹤0.01%
263
2420
$12K ﹤0.01%
7,618
2421
$12K ﹤0.01%
+10,000
2422
$12K ﹤0.01%
492
2423
$11K ﹤0.01%
1,000
2424
$11K ﹤0.01%
1,096
-144
2425
$11K ﹤0.01%
973
95 96
97
98 99