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
576
$2.41M ﹤0.01%
162,040
-395,557
577
$2.4M ﹤0.01%
30,332
+4,055
578
$2.4M ﹤0.01%
17,695
-218
579
$2.4M ﹤0.01%
260,140
+9,125
580
$2.39M ﹤0.01%
26,640
+3,460
581
$2.37M ﹤0.01%
152,112
+40,949
582
$2.37M ﹤0.01%
213,176
+113,649
583
$2.36M ﹤0.01%
267,153
584
$2.36M ﹤0.01%
6,572
+3,752
585
$2.36M ﹤0.01%
10,881
-559
586
$2.35M ﹤0.01%
16,728
-382
587
$2.35M ﹤0.01%
19,833
-513
588
$2.34M ﹤0.01%
50,351
+5,677
589
$2.34M ﹤0.01%
22,002
+1,328
590
$2.34M ﹤0.01%
21,438
+17,000
591
$2.31M ﹤0.01%
79,757
+7,701
592
$2.31M ﹤0.01%
69,240
-13,624
593
$2.31M ﹤0.01%
57,913
+47,929
594
$2.3M ﹤0.01%
64,472
+27,686
595
$2.27M ﹤0.01%
41,261
+1,426
596
$2.27M ﹤0.01%
3,986
+135
597
$2.26M ﹤0.01%
84,244
+77,720
598
$2.25M ﹤0.01%
40,413
+2,574
599
$2.24M ﹤0.01%
53,756
-15,275
600
$2.23M ﹤0.01%
72,315
-3,841
22 23
24
25 26