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
376
$6.2M 0.01%
53,373
-2,733
377
$6.18M 0.01%
7,471
+401
378
$6.18M 0.01%
61,792
-38,471
379
$6.09M 0.01%
56,955
+1,557
380
$6.02M 0.01%
172,675
381
$6M 0.01%
90,294
+26,572
382
$5.99M 0.01%
81,739
-14,199
383
$5.97M 0.01%
64,804
-2
384
$5.92M 0.01%
307,605
+257,990
385
$5.91M 0.01%
129,531
+48,392
386
$5.91M 0.01%
117,448
+4,771
387
$5.91M 0.01%
502,602
-101,216
388
$5.89M 0.01%
123,568
+24,348
389
$5.83M 0.01%
226,126
+63,492
390
$5.79M 0.01%
28,454
+1,743
391
$5.78M 0.01%
20,827
+1,464
392
$5.69M 0.01%
38,082
-116
393
$5.67M 0.01%
506,587
+54,713
394
$5.63M 0.01%
69,756
+8,544
395
$5.6M 0.01%
34,288
+29,836
396
$5.6M 0.01%
63,737
-14,380
397
$5.55M 0.01%
49,725
-20,373
398
$5.52M 0.01%
117,720
-705
399
$5.47M 0.01%
99,764
-4,980
400
$5.44M 0.01%
107,530
+53,820
14 15
16
17 18