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
2626
$5K ﹤0.01%
+700
2627
$5K ﹤0.01%
65
2628
$5K ﹤0.01%
93
2629
$5K ﹤0.01%
36
-7
2630
$5K ﹤0.01%
83
2631
$5K ﹤0.01%
225
-179
2632
$5K ﹤0.01%
+145
2633
$5K ﹤0.01%
+106
2634
$5K ﹤0.01%
+500
2635
$5K ﹤0.01%
30
2636
$5K ﹤0.01%
+85
2637
$5K ﹤0.01%
45
-22
2638
$5K ﹤0.01%
150
2639
$5K ﹤0.01%
+195
2640
$5K ﹤0.01%
1,000
2641
$4K ﹤0.01%
79
-140
2642
$4K ﹤0.01%
1,000
2643
$4K ﹤0.01%
308
-33
2644
$4K ﹤0.01%
220
2645
$4K ﹤0.01%
90
2646
$4K ﹤0.01%
+138
2647
$4K ﹤0.01%
99
-17
2648
$4K ﹤0.01%
248
-158
2649
$4K ﹤0.01%
125
2650
$4K ﹤0.01%
+21
104 105
106
107 108