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
2601
$5K ﹤0.01%
113
2602
$5K ﹤0.01%
384
2603
$5K ﹤0.01%
506
+257
2604
$5K ﹤0.01%
42
-82
2605
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+103
2606
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258
2607
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125
2608
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285
+120
2609
$5K ﹤0.01%
+33
2610
$5K ﹤0.01%
+700
2611
$5K ﹤0.01%
65
2612
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93
2613
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36
-7
2614
$5K ﹤0.01%
+500
2615
$5K ﹤0.01%
45
+8
2616
$5K ﹤0.01%
386
2617
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171
+21
2618
$5K ﹤0.01%
94
-89
2619
$5K ﹤0.01%
355
2620
$5K ﹤0.01%
200
2621
$5K ﹤0.01%
200
+79
2622
$5K ﹤0.01%
226
-13
2623
$5K ﹤0.01%
+500
2624
$5K ﹤0.01%
+302
2625
$5K ﹤0.01%
135
+46
103 104
105
106 107