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
451
$4.36M 0.01%
35,038
+321
452
$4.32M 0.01%
58,617
+6,466
453
$4.31M 0.01%
112,999
+11,153
454
$4.29M 0.01%
28,753
+791
455
$4.27M 0.01%
97,413
-4,345
456
$4.25M 0.01%
184,824
+17,986
457
$4.22M 0.01%
48,789
+6,115
458
$4.18M 0.01%
161,547
-17,074
459
$4.16M 0.01%
14,871
+752
460
$4.11M 0.01%
21,940
-7,640
461
$4.1M 0.01%
205,030
+170,392
462
$4.1M 0.01%
386,449
+24,787
463
$4.07M 0.01%
140,928
+137,386
464
$4.06M 0.01%
54,700
-5,011
465
$4.04M 0.01%
82,022
-127,491
466
$4.04M 0.01%
167,570
-56,335
467
$4.03M 0.01%
40,595
+870
468
$4.01M 0.01%
95,626
+7,693
469
$3.98M 0.01%
63,334
-8,398
470
$3.97M 0.01%
161,367
+133,878
471
$3.96M 0.01%
48,001
+218
472
$3.96M 0.01%
50,888
+19,433
473
$3.95M 0.01%
44,035
-7,341
474
$3.92M 0.01%
162,360
+148,130
475
$3.9M 0.01%
77,816
-14,970
17 18
19
20 21