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
2576
$6K ﹤0.01%
+569
2577
$6K ﹤0.01%
+340
2578
$6K ﹤0.01%
+151
2579
$6K ﹤0.01%
332
2580
$6K ﹤0.01%
95
2581
$6K ﹤0.01%
577
-270
2582
$6K ﹤0.01%
677
2583
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287
-50
2584
$6K ﹤0.01%
492
+211
2585
$6K ﹤0.01%
+115
2586
$6K ﹤0.01%
75
2587
$6K ﹤0.01%
80
-18
2588
$6K ﹤0.01%
222
-7,653
2589
$6K ﹤0.01%
480
2590
$6K ﹤0.01%
777
-3
2591
$6K ﹤0.01%
+1,500
2592
$6K ﹤0.01%
679
2593
$6K ﹤0.01%
80
2594
$6K ﹤0.01%
86
+71
2595
$5K ﹤0.01%
61
2596
$5K ﹤0.01%
+103
2597
$5K ﹤0.01%
285
+120
2598
$5K ﹤0.01%
45
+8
2599
$5K ﹤0.01%
386
2600
$5K ﹤0.01%
171
+21
102 103
104
105 106