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
626
$2.02M ﹤0.01%
61,971
-232
627
$2.01M ﹤0.01%
26,639
+3,179
628
$2M ﹤0.01%
20,819
+1,782
629
$2M ﹤0.01%
44,927
-69
630
$1.99M ﹤0.01%
13,767
-513
631
$1.97M ﹤0.01%
41,463
+433
632
$1.96M ﹤0.01%
33,942
-1,943
633
$1.96M ﹤0.01%
88,745
-35,601
634
$1.94M ﹤0.01%
51,536
+5,039
635
$1.92M ﹤0.01%
78,137
-38,644
636
$1.92M ﹤0.01%
76,689
-7,185
637
$1.91M ﹤0.01%
42,318
+2,320
638
$1.91M ﹤0.01%
45,269
-13,411
639
$1.9M ﹤0.01%
8,504
+1,989
640
$1.9M ﹤0.01%
121,301
-43,899
641
$1.9M ﹤0.01%
43,717
+10,150
642
$1.89M ﹤0.01%
389,633
+27,656
643
$1.88M ﹤0.01%
27,237
+3,528
644
$1.88M ﹤0.01%
22,068
+369
645
$1.87M ﹤0.01%
47,303
+102
646
$1.86M ﹤0.01%
22,968
+6,422
647
$1.83M ﹤0.01%
3,490
+367
648
$1.83M ﹤0.01%
5,754
-12,822
649
$1.83M ﹤0.01%
22,787
+4,185
650
$1.82M ﹤0.01%
32,596
+18,456
24 25
26
27 28