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
2876
$1K ﹤0.01%
3
-100
2877
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10
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8
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2882
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59
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2888
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152
2889
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+177
2890
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+100
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18
+3
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– –
0
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32
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2896
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+10
2897
$1K ﹤0.01%
+20
2898
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70
2899
$1K ﹤0.01%
+33
2900
$1K ﹤0.01%
40
114 115
116
117 118