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
2751
$3K ﹤0.01%
610
+88
2752
$3K ﹤0.01%
160
-97
2753
$2K ﹤0.01%
65
2754
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236
+1
2755
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315
2756
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133
-255
2757
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32
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2758
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20
-103
2759
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+144
2760
$2K ﹤0.01%
+500
2761
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571
2762
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370
2763
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22
-616
2764
$2K ﹤0.01%
84
2765
$2K ﹤0.01%
400
2766
$2K ﹤0.01%
29
-28
2767
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+35
2768
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95
2769
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92
2770
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95
2771
$2K ﹤0.01%
35
-7
2772
$2K ﹤0.01%
229
2773
$2K ﹤0.01%
208
2774
$2K ﹤0.01%
+200
2775
$2K ﹤0.01%
76
109 110
111
112 113