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
301
$9.75M 0.02%
405,574
+112,585
302
$9.73M 0.02%
157,019
+63,566
303
$9.69M 0.02%
112,581
-6,502
304
$9.66M 0.02%
127,685
-62,218
305
$9.65M 0.02%
138,315
+11,880
306
$9.3M 0.02%
161,401
+30,914
307
$9.23M 0.02%
43,483
-912
308
$9.22M 0.02%
101,105
+10,090
309
$9.18M 0.02%
356,259
-40,514
310
$9.14M 0.02%
297,903
+107,749
311
$9.14M 0.02%
284,713
+14,452
312
$9.11M 0.02%
178,985
+42,785
313
$9.04M 0.02%
234,648
+11,131
314
$9.03M 0.02%
19,193
+106
315
$8.98M 0.02%
52,863
-70
316
$8.87M 0.02%
192,801
+23,158
317
$8.76M 0.02%
155,101
+23,949
318
$8.75M 0.02%
95,196
+68,816
319
$8.68M 0.02%
215,727
-100,147
320
$8.57M 0.02%
250,789
+82,310
321
$8.53M 0.01%
237,729
+29,655
322
$8.51M 0.01%
195,520
+23,031
323
$8.49M 0.01%
183,190
+182,908
324
$8.48M 0.01%
111,765
+2,418
325
$8.47M 0.01%
131,440
+22,251
11 12
13
14 15