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
2551
$7K ﹤0.01%
257
-235
2552
$7K ﹤0.01%
499
+13
2553
$7K ﹤0.01%
100
2554
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205
2555
$6K ﹤0.01%
1,223
-1,579
2556
$6K ﹤0.01%
500
+497
2557
$6K ﹤0.01%
330
+185
2558
$6K ﹤0.01%
201
2559
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+250
2560
$6K ﹤0.01%
655
2561
$6K ﹤0.01%
225
-84
2562
$6K ﹤0.01%
1,659
-900
2563
$6K ﹤0.01%
698
+51
2564
$6K ﹤0.01%
255
-586
2565
$6K ﹤0.01%
290
-5,638
2566
$6K ﹤0.01%
161
2567
$6K ﹤0.01%
163
+88
2568
$6K ﹤0.01%
+458
2569
$6K ﹤0.01%
+154
2570
$6K ﹤0.01%
1,833
-1,463
2571
$6K ﹤0.01%
227
-700
2572
$6K ﹤0.01%
150
2573
$6K ﹤0.01%
500
+4
2574
$6K ﹤0.01%
362
+14
2575
$6K ﹤0.01%
300
-200
101 102
103
104 105