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
2826
$2K ﹤0.01%
+1,000
2827
$2K ﹤0.01%
262
-1,130
2828
$2K ﹤0.01%
35
2829
$2K ﹤0.01%
248
-666
2830
$2K ﹤0.01%
450
2831
$2K ﹤0.01%
174
+5
2832
$2K ﹤0.01%
452
2833
$2K ﹤0.01%
260
2834
$2K ﹤0.01%
113
2835
$2K ﹤0.01%
+1,000
2836
$2K ﹤0.01%
91
-3,000
2837
$2K ﹤0.01%
+51
2838
$2K ﹤0.01%
70
2839
$2K ﹤0.01%
55
2840
$1K ﹤0.01%
+50
2841
$1K ﹤0.01%
35
2842
$1K ﹤0.01%
20
2843
$1K ﹤0.01%
100
2844
$1K ﹤0.01%
+52
2845
$1K ﹤0.01%
179
2846
$1K ﹤0.01%
+238
2847
$1K ﹤0.01%
107
2848
$1K ﹤0.01%
105
2849
$1K ﹤0.01%
+15
2850
$1K ﹤0.01%
120
112 113
114
115 116