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
2476
$8K ﹤0.01%
860
2477
$8K ﹤0.01%
638
+400
2478
$8K ﹤0.01%
505
+216
2479
$8K ﹤0.01%
1,405
-700
2480
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+709
2481
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628
2482
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909
2483
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613
+3
2484
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894
+31
2485
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+33
2486
$8K ﹤0.01%
+300
2487
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500
2488
$8K ﹤0.01%
1,257
-1,368
2489
$8K ﹤0.01%
540
2490
$8K ﹤0.01%
219
+90
2491
$8K ﹤0.01%
156
2492
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+312
2493
$8K ﹤0.01%
2,800
2494
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145
2495
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274
2496
$8K ﹤0.01%
282
-231
2497
$8K ﹤0.01%
127
+112
2498
$8K ﹤0.01%
+862
2499
$8K ﹤0.01%
289
+201
2500
$8K ﹤0.01%
216
+110
98 99
100
101 102