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
2401
$12K ﹤0.01%
628
-928
2402
$12K ﹤0.01%
+445
2403
$12K ﹤0.01%
3,296
+1,516
2404
$12K ﹤0.01%
+600
2405
$12K ﹤0.01%
407
+99
2406
$12K ﹤0.01%
411
+49
2407
$12K ﹤0.01%
+240
2408
$12K ﹤0.01%
1,132
2409
$12K ﹤0.01%
1,450
+4
2410
$12K ﹤0.01%
144
+109
2411
$12K ﹤0.01%
500
+289
2412
$12K ﹤0.01%
677
2413
$12K ﹤0.01%
773
2414
$12K ﹤0.01%
402
-109
2415
$12K ﹤0.01%
400
2416
$12K ﹤0.01%
403
2417
$12K ﹤0.01%
309
-300
2418
$12K ﹤0.01%
10
2419
$12K ﹤0.01%
500
2420
$12K ﹤0.01%
263
2421
$12K ﹤0.01%
7,618
2422
$12K ﹤0.01%
+10,000
2423
$11K ﹤0.01%
300
2424
$11K ﹤0.01%
469
2425
$11K ﹤0.01%
625
-1,141
95 96
97
98 99