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
2826
$2K ﹤0.01%
133
-255
2827
$2K ﹤0.01%
+59
2828
$2K ﹤0.01%
262
-1,130
2829
$2K ﹤0.01%
35
2830
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248
-666
2831
$2K ﹤0.01%
450
2832
$2K ﹤0.01%
174
+5
2833
$2K ﹤0.01%
452
2834
$2K ﹤0.01%
260
2835
$2K ﹤0.01%
113
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%
100
2842
$1K ﹤0.01%
500
2843
$1K ﹤0.01%
18
2844
$1K ﹤0.01%
305
2845
$1K ﹤0.01%
60
2846
$1K ﹤0.01%
300
-34
2847
$1K ﹤0.01%
4,808
2848
$1K ﹤0.01%
+100
2849
$1K ﹤0.01%
+90
2850
$1K ﹤0.01%
147
112 113
114
115 116