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
2676
$4K ﹤0.01%
210
2677
$4K ﹤0.01%
80
2678
$4K ﹤0.01%
+100
2679
$4K ﹤0.01%
700
2680
$4K ﹤0.01%
+333
2681
$4K ﹤0.01%
142
2682
$4K ﹤0.01%
148
2683
$4K ﹤0.01%
1,630
-34
2684
$4K ﹤0.01%
150
2685
$3K ﹤0.01%
115
2686
$3K ﹤0.01%
523
2687
$3K ﹤0.01%
78
2688
$3K ﹤0.01%
245
-74
2689
$3K ﹤0.01%
70
+4
2690
$3K ﹤0.01%
160
2691
$3K ﹤0.01%
79
-34
2692
$3K ﹤0.01%
49
-11
2693
$3K ﹤0.01%
121
+7
2694
$3K ﹤0.01%
+300
2695
$3K ﹤0.01%
72
2696
$3K ﹤0.01%
103
2697
$3K ﹤0.01%
576
+50
2698
$3K ﹤0.01%
43
2699
$3K ﹤0.01%
199
2700
$3K ﹤0.01%
1,017
-1,104
106 107
108
109 110