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
2901
$1K ﹤0.01%
+14
2902
$1K ﹤0.01%
+10
2903
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14
2904
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50
2905
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+51
2906
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100
2907
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565
+29
2908
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5
-9
2909
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200
2910
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2911
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10
-30
2912
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2913
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+10
2914
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+29
2915
$1K ﹤0.01%
94
-79
2916
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+38
2917
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2918
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26
-931
2919
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1,000
2920
$1K ﹤0.01%
58
-6
2921
$1K ﹤0.01%
44
+9
2922
$1K ﹤0.01%
141
2923
$1K ﹤0.01%
+18
2924
$1K ﹤0.01%
145
2925
$1K ﹤0.01%
+264
115 116
117
118 119