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
526
$2.85M 0.01%
29,404
+1,016
527
$2.85M 0.01%
50,285
-496
528
$2.84M 0.01%
26,669
-4,272
529
$2.84M ﹤0.01%
85,074
+64,122
530
$2.81M ﹤0.01%
176,409
+63,957
531
$2.8M ﹤0.01%
56,920
-6,219
532
$2.78M ﹤0.01%
206,147
-483,262
533
$2.77M ﹤0.01%
166,370
-33,416
534
$2.76M ﹤0.01%
57,098
+46,252
535
$2.75M ﹤0.01%
54,827
-4,289
536
$2.74M ﹤0.01%
25,354
-58,957
537
$2.74M ﹤0.01%
12,415
+1,129
538
$2.71M ﹤0.01%
55,204
+1,284
539
$2.7M ﹤0.01%
228,240
+32,082
540
$2.7M ﹤0.01%
33,475
-83,755
541
$2.7M ﹤0.01%
110,812
+6,981
542
$2.7M ﹤0.01%
55,858
-166,299
543
$2.69M ﹤0.01%
65,114
+10,955
544
$2.68M ﹤0.01%
110,150
+67,099
545
$2.68M ﹤0.01%
95,435
-59,261
546
$2.64M ﹤0.01%
32,855
+529
547
$2.64M ﹤0.01%
9,124
-23
548
$2.64M ﹤0.01%
113,690
+94,621
549
$2.63M ﹤0.01%
16,115
+6,355
550
$2.63M ﹤0.01%
87,350
-4,200
20 21
22
23 24