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
2426
$11K ﹤0.01%
+415
2427
$11K ﹤0.01%
163
+53
2428
$11K ﹤0.01%
+210
2429
$11K ﹤0.01%
500
-3
2430
$11K ﹤0.01%
+781
2431
$11K ﹤0.01%
384
-1,576
2432
$11K ﹤0.01%
+233
2433
$11K ﹤0.01%
46
-224
2434
$11K ﹤0.01%
116
-251
2435
$11K ﹤0.01%
300
2436
$11K ﹤0.01%
469
2437
$11K ﹤0.01%
1,674
+436
2438
$11K ﹤0.01%
+760
2439
$11K ﹤0.01%
335
+75
2440
$11K ﹤0.01%
500
+200
2441
$11K ﹤0.01%
353
+124
2442
$11K ﹤0.01%
+424
2443
$11K ﹤0.01%
+917
2444
$11K ﹤0.01%
500
-1,500
2445
$11K ﹤0.01%
209
2446
$11K ﹤0.01%
625
-1,141
2447
$11K ﹤0.01%
2,800
2448
$11K ﹤0.01%
2,766
2449
$11K ﹤0.01%
72
+14
2450
$11K ﹤0.01%
154
+42
96 97
98
99 100