Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$471M
2
+$229M
3
+$165M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$147M

Top Sells

1
+$43.6M
2
+$40.7M
3
+$32.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$32.2M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$30M

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%
628
2477
$8K ﹤0.01%
+1,000
2478
$8K ﹤0.01%
400
2479
$8K ﹤0.01%
1,450
2480
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309
+11
2481
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+191
2482
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909
2483
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613
+3
2484
$8K ﹤0.01%
894
+31
2485
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+33
2486
$8K ﹤0.01%
+300
2487
$8K ﹤0.01%
500
2488
$8K ﹤0.01%
1,257
-1,368
2489
$8K ﹤0.01%
540
2490
$8K ﹤0.01%
219
+90
2491
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156
2492
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+312
2493
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2,800
2494
$8K ﹤0.01%
145
2495
$8K ﹤0.01%
283
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