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
2726
$3K ﹤0.01%
+79
2727
$3K ﹤0.01%
58
2728
$3K ﹤0.01%
255
2729
$3K ﹤0.01%
+647
2730
$3K ﹤0.01%
57
2731
$3K ﹤0.01%
75
-1,810
2732
$3K ﹤0.01%
700
2733
$3K ﹤0.01%
65
2734
$3K ﹤0.01%
100
-400
2735
$3K ﹤0.01%
+128
2736
$3K ﹤0.01%
+32
2737
$3K ﹤0.01%
45
-400
2738
$3K ﹤0.01%
116
-6,305
2739
$3K ﹤0.01%
7,500
2740
$3K ﹤0.01%
51
-366
2741
$3K ﹤0.01%
+5
2742
$3K ﹤0.01%
1,150
-1,296
2743
$3K ﹤0.01%
685
2744
$3K ﹤0.01%
131
2745
$3K ﹤0.01%
63
+58
2746
$3K ﹤0.01%
128
2747
$3K ﹤0.01%
490
2748
$3K ﹤0.01%
449
-21
2749
$3K ﹤0.01%
261
2750
$3K ﹤0.01%
20
-52
108 109
110
111 112