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
476
$3.89M 0.01%
144,262
+21,355
477
$3.87M 0.01%
27,802
+1,058
478
$3.86M 0.01%
72,141
+996
479
$3.85M 0.01%
207,867
-20,336
480
$3.85M 0.01%
87,668
-7,915
481
$3.79M 0.01%
54,000
+2,610
482
$3.78M 0.01%
9,409
-50,221
483
$3.77M 0.01%
64,066
-18,416
484
$3.74M 0.01%
103,352
+250
485
$3.72M 0.01%
146,970
+31,376
486
$3.72M 0.01%
55,094
-2,361
487
$3.7M 0.01%
85,409
-1,390
488
$3.68M 0.01%
33,444
-1,380
489
$3.68M 0.01%
95,370
+9,806
490
$3.67M 0.01%
17,021
+1,175
491
$3.66M 0.01%
97,104
+7,017
492
$3.65M 0.01%
163,955
+17,356
493
$3.65M 0.01%
73,200
-4,248
494
$3.64M 0.01%
160,518
-16,070
495
$3.61M 0.01%
149,520
+68,986
496
$3.56M 0.01%
68,509
-2,446
497
$3.56M 0.01%
312,923
+42,069
498
$3.56M 0.01%
140,172
+2,046
499
$3.53M 0.01%
41,161
-1,236
500
$3.49M 0.01%
212,833
-5,395
18 19
20
21 22