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
351
$7.04M 0.01%
114,725
+961
352
$6.95M 0.01%
18,394
+427
353
$6.94M 0.01%
17,909
+169
354
$6.91M 0.01%
249,027
+26,552
355
$6.87M 0.01%
20,829
+609
356
$6.87M 0.01%
129,621
+34,113
357
$6.79M 0.01%
45,762
+9,327
358
$6.78M 0.01%
300,998
-120,308
359
$6.72M 0.01%
204,526
+3,073
360
$6.71M 0.01%
96,272
+19,050
361
$6.64M 0.01%
100,020
+10,735
362
$6.59M 0.01%
165,733
+85,511
363
$6.57M 0.01%
78,458
+4,427
364
$6.55M 0.01%
73,756
+71,798
365
$6.51M 0.01%
942,249
-24,411
366
$6.47M 0.01%
134,028
+40,807
367
$6.43M 0.01%
43,581
+85
368
$6.34M 0.01%
91,761
-5,676
369
$6.32M 0.01%
30,162
-242
370
$6.3M 0.01%
152,972
+14,369
371
$6.27M 0.01%
+374,825
372
$6.26M 0.01%
55,654
+15,022
373
$6.25M 0.01%
36,788
-1,243
374
$6.25M 0.01%
473,754
-3,017
375
$6.2M 0.01%
25,858
-1,636
13 14
15
16 17