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
2901
$1K ﹤0.01%
20
-18
2902
$1K ﹤0.01%
17
-19
2903
$1K ﹤0.01%
+14
2904
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2905
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2906
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2907
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+51
2908
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100
2909
$1K ﹤0.01%
565
+29
2910
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5
-9
2911
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2912
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2913
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10
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2914
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+32
2915
$1K ﹤0.01%
+10
2916
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+29
2917
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94
-79
2918
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+38
2919
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28
2920
$1K ﹤0.01%
26
-931
2921
$1K ﹤0.01%
1,000
2922
$1K ﹤0.01%
58
-6
2923
$1K ﹤0.01%
44
+9
2924
$1K ﹤0.01%
141
2925
$1K ﹤0.01%
+18
115 116
117
118 119