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
2526
$7K ﹤0.01%
500
-10
2527
$7K ﹤0.01%
825
2528
$7K ﹤0.01%
345
+298
2529
$7K ﹤0.01%
3
+2
2530
$7K ﹤0.01%
351
-39
2531
$7K ﹤0.01%
540
+383
2532
$7K ﹤0.01%
105
2533
$7K ﹤0.01%
802
+139
2534
$7K ﹤0.01%
+313
2535
$7K ﹤0.01%
384
+184
2536
$7K ﹤0.01%
85
-6
2537
$7K ﹤0.01%
3,106
2538
$7K ﹤0.01%
187
2539
$7K ﹤0.01%
1,057
+1,050
2540
$7K ﹤0.01%
952
-1,600
2541
$7K ﹤0.01%
35
2542
$7K ﹤0.01%
715
2543
$7K ﹤0.01%
231
-5,623
2544
$7K ﹤0.01%
755
+5
2545
$7K ﹤0.01%
+25
2546
$7K ﹤0.01%
220
2547
$7K ﹤0.01%
87
+13
2548
$7K ﹤0.01%
226
-1
2549
$7K ﹤0.01%
385
+52
2550
$7K ﹤0.01%
+138
100 101
102
103 104