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
2801
$2K ﹤0.01%
666
+604
2802
$2K ﹤0.01%
14
2803
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14
+1
2804
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580
2805
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30
-152
2806
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600
2807
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177
+176
2808
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46
2809
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65
-115
2810
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2811
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+131
2812
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48
2813
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44
-145
2814
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27
2815
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58
-1
2816
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207
2817
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228
+1
2818
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2,000
2819
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+29
2820
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+30
2821
$2K ﹤0.01%
250
2822
$2K ﹤0.01%
200
-21
2823
$2K ﹤0.01%
65
2824
$2K ﹤0.01%
236
+1
2825
$2K ﹤0.01%
315
111 112
113
114 115