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
$57.3B
AUM Growth
-$879M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,555
New
Increased
Reduced
Closed

Top Buys

1
+$423M
2
+$205M
3
+$149M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$145M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$132M

Top Sells

1
+$37.7M
2
+$36.5M
3
+$30.9M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$29.9M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$29.3M

Sector Composition

1 Technology 2.65%
2 Healthcare 1.37%
3 Financials 1.36%
4 Consumer Discretionary 1.24%
5 Industrials 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19.8M 0.03%
415,142
+22,300
227
$19.2M 0.03%
49,672
+2,696
228
$19.2M 0.03%
867,877
+263,313
229
$19.1M 0.03%
178,936
+4,897
230
$19.1M 0.03%
308,263
+27,964
231
$18.6M 0.03%
200,498
-25,726
232
$18.2M 0.03%
89,120
+9,917
233
$18.2M 0.03%
521,742
-377,428
234
$18M 0.03%
501,773
+242,747
235
$17.9M 0.03%
43,177
+13,066
236
$17.6M 0.03%
482,853
+84,490
237
$17M 0.03%
250,600
-17,534
238
$16.8M 0.03%
+901,761
239
$16.5M 0.03%
387,362
+378,314
240
$16.4M 0.03%
710,933
+7,548
241
$16.2M 0.03%
258,044
+67,332
242
$15.8M 0.03%
660,169
+5,161
243
$15.3M 0.03%
590,708
-3,192
244
$15.3M 0.03%
193,150
-26,587
245
$15.2M 0.03%
205,188
+15,188
246
$15M 0.03%
294,050
+27,510
247
$14.9M 0.03%
293,160
+2,500
248
$14.8M 0.03%
216,133
+10,703
249
$14.8M 0.03%
208,220
-5,790
250
$14.8M 0.03%
366,396
-4,918
8 9
10
11 12