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
2576
$6K ﹤0.01%
+458
2577
$6K ﹤0.01%
+154
2578
$6K ﹤0.01%
1,833
-1,463
2579
$6K ﹤0.01%
227
-700
2580
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150
2581
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500
+4
2582
$6K ﹤0.01%
362
+14
2583
$6K ﹤0.01%
300
-200
2584
$6K ﹤0.01%
677
2585
$6K ﹤0.01%
287
-50
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%
98
+42
2596
$5K ﹤0.01%
173
-2,854
2597
$5K ﹤0.01%
+267
2598
$5K ﹤0.01%
265
-54
2599
$5K ﹤0.01%
+900
2600
$5K ﹤0.01%
175
102 103
104
105 106