Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.8B
AUM Growth
+$2.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,830
New
Increased
Reduced
Closed

Top Buys

1
+$351M
2
+$292M
3
+$146M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$119M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$112M

Top Sells

1
+$202M
2
+$91.8M
3
+$76.6M
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$52.7M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$50.5M

Sector Composition

1 Technology 2.23%
2 Financials 1.74%
3 Healthcare 1.58%
4 Consumer Discretionary 1.44%
5 Industrials 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.25B 18.6%
14,933,163
+1,027,628
2
$1.73B 7.59%
21,346,477
-2,485,121
3
$1.71B 7.51%
109,535,654
+9,344,440
4
$1.34B 5.88%
35,427,425
+2,589,630
5
$1.29B 5.63%
30,242,647
+2,624,004
6
$1.23B 5.36%
4,338,059
-28,516
7
$1.1B 4.82%
26,967,957
+2,914,033
8
$477M 2.09%
5,996,514
+274,928
9
$425M 1.86%
5,513,479
+368,489
10
$357M 1.56%
7,052,205
+6,942,784
11
$345M 1.51%
1,919,483
+49,503
12
$294M 1.29%
3,379,080
+85,478
13
$245M 1.07%
2,205,110
-172,143
14
$222M 0.97%
4,257,721
+534,961
15
$220M 0.96%
3,621,596
-1,260,064
16
$211M 0.93%
2,935,274
+280,084
17
$205M 0.9%
3,480,204
+567,264
18
$182M 0.8%
2,802,944
-173,199
19
$165M 0.72%
1,580,595
+11,180
20
$146M 0.64%
1,340,397
+57,395
21
$138M 0.6%
2,895,800
+119,480
22
$136M 0.6%
2,629,534
-976,723
23
$128M 0.56%
794,355
-271,823
24
$117M 0.51%
2,707,100
+125,384
25
$116M 0.51%
738,822
-110,658
1
2 3 4 5