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
2501
$8K ﹤0.01%
+100
2502
$8K ﹤0.01%
129
-326
2503
$8K ﹤0.01%
351
-1,249
2504
$8K ﹤0.01%
140
-14
2505
$8K ﹤0.01%
755
-880
2506
$7K ﹤0.01%
87
+12
2507
$7K ﹤0.01%
330
-298
2508
$7K ﹤0.01%
+200
2509
$7K ﹤0.01%
234
-113
2510
$7K ﹤0.01%
+360
2511
$7K ﹤0.01%
59
+49
2512
$7K ﹤0.01%
+230
2513
$7K ﹤0.01%
+800
2514
$7K ﹤0.01%
+287
2515
$7K ﹤0.01%
220
2516
$7K ﹤0.01%
362
-41
2517
$7K ﹤0.01%
1,375
2518
$7K ﹤0.01%
1,009
2519
$7K ﹤0.01%
221
-12
2520
$7K ﹤0.01%
+891
2521
$7K ﹤0.01%
400
2522
$7K ﹤0.01%
213
-690
2523
$7K ﹤0.01%
251
-27
2524
$7K ﹤0.01%
167
-122
2525
$7K ﹤0.01%
+125
99 100
101
102 103