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
2451
$11K ﹤0.01%
+326
2452
$10K ﹤0.01%
944
-8,811
2453
$10K ﹤0.01%
222
+39
2454
$10K ﹤0.01%
294
+60
2455
$10K ﹤0.01%
183
+20
2456
$10K ﹤0.01%
305
-645
2457
$10K ﹤0.01%
156
-279
2458
$10K ﹤0.01%
143
-74
2459
$10K ﹤0.01%
+546
2460
$10K ﹤0.01%
967
+966
2461
$10K ﹤0.01%
114
+65
2462
$10K ﹤0.01%
309
+84
2463
$10K ﹤0.01%
2,559
+650
2464
$10K ﹤0.01%
400
2465
$10K ﹤0.01%
867
-16
2466
$10K ﹤0.01%
289
+122
2467
$10K ﹤0.01%
500
2468
$10K ﹤0.01%
183
-258
2469
$10K ﹤0.01%
97
2470
$10K ﹤0.01%
290
+53
2471
$10K ﹤0.01%
863
-63
2472
$10K ﹤0.01%
500
-2,000
2473
$10K ﹤0.01%
124
+66
2474
$10K ﹤0.01%
9,299
2475
$10K ﹤0.01%
+900
97 98
99
100 101