Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$471M
2
+$229M
3
+$165M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$147M

Top Sells

1
+$43.6M
2
+$40.7M
3
+$32.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$32.2M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$30M

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%
32
+22
2754
$2K ﹤0.01%
20
-103
2755
$2K ﹤0.01%
108
+68
2756
$2K ﹤0.01%
363
+231
2757
$2K ﹤0.01%
+124
2758
$2K ﹤0.01%
+56
2759
$2K ﹤0.01%
46
2760
$2K ﹤0.01%
93
-38
2761
$2K ﹤0.01%
+300
2762
$2K ﹤0.01%
+1,000
2763
$2K ﹤0.01%
+1,000
2764
$2K ﹤0.01%
+144
2765
$2K ﹤0.01%
+2
2766
$2K ﹤0.01%
571
2767
$2K ﹤0.01%
370
2768
$2K ﹤0.01%
22
-616
2769
$2K ﹤0.01%
84
2770
$2K ﹤0.01%
400
2771
$2K ﹤0.01%
29
-28
2772
$2K ﹤0.01%
+35
2773
$2K ﹤0.01%
95
2774
$2K ﹤0.01%
92
2775
$2K ﹤0.01%
95
109 110
111
112 113