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
2651
$4K ﹤0.01%
30
2652
$4K ﹤0.01%
46
-6
2653
$4K ﹤0.01%
57
+51
2654
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+402
2655
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16
-30
2656
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212
+7
2657
$4K ﹤0.01%
40
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2658
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110
-85
2659
$4K ﹤0.01%
+526
2660
$4K ﹤0.01%
1,000
2661
$4K ﹤0.01%
+4,000
2662
$4K ﹤0.01%
25
2663
$4K ﹤0.01%
79
-140
2664
$4K ﹤0.01%
35
2665
$4K ﹤0.01%
1,000
2666
$4K ﹤0.01%
300
2667
$4K ﹤0.01%
488
2668
$4K ﹤0.01%
100
+32
2669
$4K ﹤0.01%
88
2670
$4K ﹤0.01%
1,527
-174
2671
$4K ﹤0.01%
263
2672
$4K ﹤0.01%
288
2673
$4K ﹤0.01%
5,915
2674
$4K ﹤0.01%
210
2675
$4K ﹤0.01%
80
105 106
107
108 109