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
276
$11.8M 0.02%
258,501
+55,883
277
$11.7M 0.02%
137,730
+67,179
278
$11.6M 0.02%
54,166
+2,171
279
$11.6M 0.02%
188,271
-7,159
280
$11.5M 0.02%
124,142
+1,000
281
$11.5M 0.02%
244,349
+10,093
282
$11.5M 0.02%
564,850
+239,328
283
$11.5M 0.02%
119,476
-138,061
284
$11.4M 0.02%
350,780
+99,829
285
$11.2M 0.02%
223,355
-2,620
286
$11M 0.02%
98,985
+7,146
287
$11M 0.02%
135,300
+119,290
288
$10.9M 0.02%
67,709
-16,324
289
$10.9M 0.02%
90,684
-5,735
290
$10.9M 0.02%
289,525
+2,540
291
$10.9M 0.02%
239,189
-3,408
292
$10.9M 0.02%
224,634
+22,574
293
$10.7M 0.02%
455,520
+21,690
294
$10.7M 0.02%
57,057
+1,295
295
$10.6M 0.02%
480,356
+79,228
296
$10.6M 0.02%
88,853
-5,933
297
$10.5M 0.02%
464,571
+92,104
298
$10.4M 0.02%
128,220
+19,431
299
$10.1M 0.02%
78,121
+12,850
300
$10M 0.02%
366,535
+173,507
10 11
12
13 14