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
326
$8.44M 0.01%
101,263
+10,432
327
$8.4M 0.01%
168,899
+112,477
328
$8.21M 0.01%
534,955
+43,075
329
$8.07M 0.01%
251,712
+28,401
330
$8.02M 0.01%
174,530
+17,051
331
$7.98M 0.01%
299,382
-32,664
332
$7.82M 0.01%
117,400
+114,348
333
$7.77M 0.01%
111,310
-238
334
$7.76M 0.01%
93,440
-2,283
335
$7.7M 0.01%
163,512
-52,653
336
$7.67M 0.01%
125,755
+9,466
337
$7.67M 0.01%
156,720
+63,042
338
$7.63M 0.01%
410,690
+13,224
339
$7.58M 0.01%
82,093
-2,894
340
$7.56M 0.01%
101,664
+10,460
341
$7.44M 0.01%
184,440
-5,565
342
$7.38M 0.01%
147,461
+83,783
343
$7.35M 0.01%
32,476
-1,138
344
$7.3M 0.01%
478,895
+54,565
345
$7.29M 0.01%
295,798
+268,129
346
$7.23M 0.01%
222,843
+52,278
347
$7.21M 0.01%
107,488
-858
348
$7.17M 0.01%
370,141
-8,285
349
$7.08M 0.01%
240,592
+46,637
350
$7.04M 0.01%
52,801
+2,013
12 13
14
15 16