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
2651
$4K ﹤0.01%
431
2652
$4K ﹤0.01%
30
2653
$4K ﹤0.01%
46
-6
2654
$4K ﹤0.01%
57
+51
2655
$4K ﹤0.01%
+402
2656
$4K ﹤0.01%
16
-30
2657
$4K ﹤0.01%
212
+7
2658
$4K ﹤0.01%
40
-17
2659
$4K ﹤0.01%
1,323
-1,014
2660
$4K ﹤0.01%
+526
2661
$4K ﹤0.01%
1,000
2662
$4K ﹤0.01%
+4,000
2663
$4K ﹤0.01%
25
2664
$4K ﹤0.01%
503
2665
$4K ﹤0.01%
408
2666
$4K ﹤0.01%
3,241
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2667
$4K ﹤0.01%
35
2668
$4K ﹤0.01%
300
2669
$4K ﹤0.01%
488
2670
$4K ﹤0.01%
100
+32
2671
$4K ﹤0.01%
88
2672
$4K ﹤0.01%
1,527
-174
2673
$4K ﹤0.01%
263
2674
$4K ﹤0.01%
288
2675
$4K ﹤0.01%
5,915
105 106
107
108 109