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
401
$5.43M 0.01%
26,821
-655
402
$5.42M 0.01%
193,076
-4,108
403
$5.41M 0.01%
20,054
+1,640
404
$5.4M 0.01%
112,355
-20,519
405
$5.37M 0.01%
122,269
+29,434
406
$5.34M 0.01%
74,782
+1,578
407
$5.3M 0.01%
69,156
-1,196
408
$5.28M 0.01%
13
409
$5.27M 0.01%
22,435
-10,948
410
$5.27M 0.01%
73,856
+12,938
411
$5.27M 0.01%
152,688
+21,163
412
$5.22M 0.01%
174,438
+28,583
413
$5.19M 0.01%
296,767
-30,179
414
$5.19M 0.01%
32,972
-623
415
$5.16M 0.01%
245,611
+85,823
416
$5.15M 0.01%
22,148
+2,372
417
$5.15M 0.01%
219,753
+46,486
418
$5.12M 0.01%
138,104
-45,360
419
$5.1M 0.01%
55,729
+21,099
420
$5.08M 0.01%
28,138
+820
421
$5.08M 0.01%
163,649
+38,338
422
$5.05M 0.01%
29,002
-77,361
423
$5.04M 0.01%
60,556
-12,184
424
$5.03M 0.01%
128,691
+8,833
425
$5.03M 0.01%
27,666
+3,226
15 16
17
18 19