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
2626
$5K ﹤0.01%
61
2627
$5K ﹤0.01%
2,000
2628
$5K ﹤0.01%
44
+8
2629
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147
-50
2630
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1,000
-60
2631
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83
2632
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225
-179
2633
$5K ﹤0.01%
+145
2634
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+106
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%
503
2642
$4K ﹤0.01%
408
2643
$4K ﹤0.01%
3,241
+222
2644
$4K ﹤0.01%
90
2645
$4K ﹤0.01%
+138
2646
$4K ﹤0.01%
99
-17
2647
$4K ﹤0.01%
248
-158
2648
$4K ﹤0.01%
125
2649
$4K ﹤0.01%
+21
2650
$4K ﹤0.01%
431
104 105
106
107 108