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
251
$14.8M 0.03%
89,756
-9,696
252
$14.8M 0.03%
98,075
+97,951
253
$14.7M 0.03%
154,425
-12,320
254
$14.2M 0.02%
572,705
+87,248
255
$14M 0.02%
314,880
-23,420
256
$14M 0.02%
211,470
+7,315
257
$13.9M 0.02%
304,705
+91,328
258
$13.8M 0.02%
122,500
+1,440
259
$13.7M 0.02%
715,108
+176,386
260
$13.6M 0.02%
170,557
-2,464
261
$13.4M 0.02%
147,875
+13,093
262
$13.3M 0.02%
672,014
-245,776
263
$13M 0.02%
159,020
+5,720
264
$13M 0.02%
162,437
-4,275
265
$12.6M 0.02%
362,175
+352,971
266
$12.5M 0.02%
60,411
-1,334
267
$12.5M 0.02%
262,921
+23,582
268
$12.4M 0.02%
321,624
+97,586
269
$12.3M 0.02%
102,815
+2,541
270
$12.2M 0.02%
138,301
+12,034
271
$12.2M 0.02%
151,263
-5,270
272
$12.1M 0.02%
53,664
-5,451
273
$12.1M 0.02%
466,460
-1,456,423
274
$11.9M 0.02%
80,359
-6,155
275
$11.9M 0.02%
111,774
+19,740
9 10
11
12 13