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
2551
$7K ﹤0.01%
257
-235
2552
$7K ﹤0.01%
499
+13
2553
$7K ﹤0.01%
100
2554
$6K ﹤0.01%
225
-84
2555
$6K ﹤0.01%
1,659
-900
2556
$6K ﹤0.01%
698
+51
2557
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255
-586
2558
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+569
2559
$6K ﹤0.01%
+340
2560
$6K ﹤0.01%
+151
2561
$6K ﹤0.01%
332
2562
$6K ﹤0.01%
95
2563
$6K ﹤0.01%
577
-270
2564
$6K ﹤0.01%
492
+211
2565
$6K ﹤0.01%
+115
2566
$6K ﹤0.01%
330
+185
2567
$6K ﹤0.01%
201
2568
$6K ﹤0.01%
205
2569
$6K ﹤0.01%
1,223
-1,579
2570
$6K ﹤0.01%
500
+497
2571
$6K ﹤0.01%
+250
2572
$6K ﹤0.01%
655
2573
$6K ﹤0.01%
290
-5,638
2574
$6K ﹤0.01%
161
2575
$6K ﹤0.01%
163
+88
101 102
103
104 105