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
26
$365M 0.64%
3,789,668
-320,474
27
$349M 0.61%
1,064,482
+158,591
28
$347M 0.6%
1,488,669
+73,183
29
$325M 0.57%
1,647,610
+98,437
30
$300M 0.52%
7,312,858
+1,127,410
31
$290M 0.51%
2,562,321
+151,846
32
$280M 0.49%
3,810,557
+250,750
33
$271M 0.47%
2,126,658
+308,909
34
$265M 0.46%
5,708,409
+134,714
35
$261M 0.45%
1,525,819
-44,358
36
$260M 0.45%
13,182,745
-43,540
37
$258M 0.45%
1,204,461
+52,137
38
$223M 0.39%
6,653,231
+893,705
39
$197M 0.34%
2,985,212
-16,322
40
$190M 0.33%
1,986,284
+140,484
41
$188M 0.33%
1,959,957
+1,245,663
42
$180M 0.31%
12,730,398
+610,638
43
$169M 0.29%
1,247,016
+47,316
44
$166M 0.29%
923,183
+56,741
45
$164M 0.29%
2,078,019
+194,190
46
$162M 0.28%
3,357,115
+69,177
47
$151M 0.26%
3,007,829
+1,118,022
48
$151M 0.26%
2,530,338
+191,598
49
$150M 0.26%
3,406,865
+130,047
50
$130M 0.23%
616,204
+22,737
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