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
2601
$5K ﹤0.01%
94
-89
2602
$5K ﹤0.01%
355
2603
$5K ﹤0.01%
200
2604
$5K ﹤0.01%
200
+79
2605
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226
-13
2606
$5K ﹤0.01%
+500
2607
$5K ﹤0.01%
+302
2608
$5K ﹤0.01%
135
+46
2609
$5K ﹤0.01%
2,000
2610
$5K ﹤0.01%
44
+8
2611
$5K ﹤0.01%
147
-50
2612
$5K ﹤0.01%
1,000
-60
2613
$5K ﹤0.01%
98
+42
2614
$5K ﹤0.01%
173
-2,854
2615
$5K ﹤0.01%
+267
2616
$5K ﹤0.01%
265
-54
2617
$5K ﹤0.01%
+900
2618
$5K ﹤0.01%
175
2619
$5K ﹤0.01%
113
2620
$5K ﹤0.01%
384
2621
$5K ﹤0.01%
506
+257
2622
$5K ﹤0.01%
42
-82
2623
$5K ﹤0.01%
258
2624
$5K ﹤0.01%
125
2625
$5K ﹤0.01%
+1,000
103 104
105
106 107