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
551
$2.62M ﹤0.01%
91,691
-38,970
552
$2.6M ﹤0.01%
35,519
+6,242
553
$2.6M ﹤0.01%
272,370
+6,250
554
$2.59M ﹤0.01%
111,829
+42,323
555
$2.58M ﹤0.01%
37,178
-7,638
556
$2.56M ﹤0.01%
20,289
+13,420
557
$2.56M ﹤0.01%
79,727
+12,379
558
$2.54M ﹤0.01%
3,679
-201
559
$2.53M ﹤0.01%
105,426
+34,836
560
$2.52M ﹤0.01%
98,962
+71,000
561
$2.52M ﹤0.01%
42,093
+15,822
562
$2.51M ﹤0.01%
23,944
-84
563
$2.51M ﹤0.01%
57,762
-84,996
564
$2.51M ﹤0.01%
81,575
+64,290
565
$2.5M ﹤0.01%
38,841
-2,038
566
$2.48M ﹤0.01%
98,850
-1,610
567
$2.48M ﹤0.01%
312,056
568
$2.47M ﹤0.01%
42,785
-31,347
569
$2.47M ﹤0.01%
43,207
-9,603
570
$2.46M ﹤0.01%
32,488
+8,250
571
$2.46M ﹤0.01%
10,134
+1,155
572
$2.44M ﹤0.01%
30,341
-1,120
573
$2.44M ﹤0.01%
37,948
+1,122
574
$2.43M ﹤0.01%
134,102
+56,451
575
$2.41M ﹤0.01%
49,056
+7,987
21 22
23
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