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
2851
$1K ﹤0.01%
17
+2
2852
$1K ﹤0.01%
+46
2853
$1K ﹤0.01%
+50
2854
$1K ﹤0.01%
20
2855
$1K ﹤0.01%
100
2856
$1K ﹤0.01%
+52
2857
$1K ﹤0.01%
179
2858
$1K ﹤0.01%
+238
2859
$1K ﹤0.01%
107
2860
$1K ﹤0.01%
105
2861
$1K ﹤0.01%
+15
2862
$1K ﹤0.01%
120
2863
$1K ﹤0.01%
1
2864
$1K ﹤0.01%
20
2865
$1K ﹤0.01%
+8
2866
$1K ﹤0.01%
+43
2867
$1K ﹤0.01%
50
2868
$1K ﹤0.01%
68
2869
$1K ﹤0.01%
+70
2870
$1K ﹤0.01%
312
-87
2871
$1K ﹤0.01%
42
2872
$1K ﹤0.01%
129
2873
$1K ﹤0.01%
26
-132
2874
$1K ﹤0.01%
22
-62
2875
$1K ﹤0.01%
+16
113 114
115
116 117