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
426
$5M 0.01%
69,512
-345
427
$4.95M 0.01%
65,170
-3,923
428
$4.94M 0.01%
48,254
-3,957
429
$4.94M 0.01%
48,634
+774
430
$4.89M 0.01%
84,016
-1,529
431
$4.88M 0.01%
87,928
-1,021
432
$4.83M 0.01%
41,255
-32,903
433
$4.8M 0.01%
77,883
+8,814
434
$4.79M 0.01%
210,615
-11,170
435
$4.78M 0.01%
43,834
+38,666
436
$4.76M 0.01%
94,647
+5,609
437
$4.75M 0.01%
29,205
+7,835
438
$4.74M 0.01%
81,361
-22,238
439
$4.71M 0.01%
41,964
-442
440
$4.66M 0.01%
86,367
+8,427
441
$4.63M 0.01%
27,911
+2,497
442
$4.55M 0.01%
16,991
-2,399
443
$4.54M 0.01%
76,606
+11,379
444
$4.5M 0.01%
223,546
+14,793
445
$4.49M 0.01%
37,836
-2,037
446
$4.49M 0.01%
79,911
+1,405
447
$4.48M 0.01%
143,102
-103,239
448
$4.4M 0.01%
314,124
+10,695
449
$4.38M 0.01%
175,366
+95,791
450
$4.37M 0.01%
70,260
+672
16 17
18
19 20