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
2801
$2K ﹤0.01%
580
2802
$2K ﹤0.01%
30
-152
2803
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600
2804
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177
+176
2805
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46
2806
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65
-115
2807
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140
2808
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+131
2809
$2K ﹤0.01%
48
2810
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44
-145
2811
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27
2812
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58
-1
2813
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207
2814
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228
+1
2815
$2K ﹤0.01%
2,000
2816
$2K ﹤0.01%
+29
2817
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+300
2818
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250
2819
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200
-21
2820
$2K ﹤0.01%
+59
2821
$2K ﹤0.01%
+124
2822
$2K ﹤0.01%
+56
2823
$2K ﹤0.01%
46
2824
$2K ﹤0.01%
93
-38
2825
$2K ﹤0.01%
+300
111 112
113
114 115