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
501
$3.48M 0.01%
57,066
+3,348
502
$3.43M 0.01%
12,981
+3,067
503
$3.43M 0.01%
22,376
-1,620
504
$3.42M 0.01%
78,105
-1,318
505
$3.4M 0.01%
23,513
+26
506
$3.38M 0.01%
23,363
-1,113
507
$3.37M 0.01%
44,147
-2,687
508
$3.35M 0.01%
45,614
+1,083
509
$3.32M 0.01%
75,273
+12,683
510
$3.32M 0.01%
91,566
-8,723
511
$3.31M 0.01%
55,120
+3,446
512
$3.3M 0.01%
137,922
-6,109
513
$3.26M 0.01%
64,626
+6,041
514
$3.2M 0.01%
126,626
+80,916
515
$3.16M 0.01%
66,392
+1,639
516
$3.1M 0.01%
260,511
+116,003
517
$3.09M 0.01%
83,140
-14,370
518
$3.09M 0.01%
46,072
+268
519
$3.08M 0.01%
117,571
-11,712
520
$3.06M 0.01%
118,723
+28,783
521
$2.99M 0.01%
39,832
-2,410
522
$2.96M 0.01%
124,602
-4,215
523
$2.94M 0.01%
53,693
+4,094
524
$2.88M 0.01%
31,451
+864
525
$2.87M 0.01%
8,455
-2,290
19 20
21
22 23