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
2701
$3K ﹤0.01%
85
-25
2702
$3K ﹤0.01%
100
2703
$3K ﹤0.01%
200
2704
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+304
2705
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1,001
2706
$3K ﹤0.01%
+58
2707
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+110
2708
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315
+137
2709
$3K ﹤0.01%
437
+1
2710
$3K ﹤0.01%
41
+10
2711
$3K ﹤0.01%
+94
2712
$3K ﹤0.01%
30
-2
2713
$3K ﹤0.01%
92
-76
2714
$3K ﹤0.01%
+56
2715
$3K ﹤0.01%
270
2716
$3K ﹤0.01%
57
+21
2717
$3K ﹤0.01%
+75
2718
$3K ﹤0.01%
291
-1,202
2719
$3K ﹤0.01%
43
-26
2720
$3K ﹤0.01%
89
2721
$3K ﹤0.01%
+50
2722
$3K ﹤0.01%
52
2723
$3K ﹤0.01%
175
+51
2724
$3K ﹤0.01%
170
2725
$3K ﹤0.01%
+107
107 108
109
110 111