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
651
$1.82M ﹤0.01%
1,108
-2,119
652
$1.82M ﹤0.01%
30,167
-1,022
653
$1.82M ﹤0.01%
20,309
+1,612
654
$1.81M ﹤0.01%
20,930
+518
655
$1.81M ﹤0.01%
20,689
+3,627
656
$1.79M ﹤0.01%
67,749
-6,476
657
$1.79M ﹤0.01%
37,447
-59,549
658
$1.77M ﹤0.01%
6,879
+85
659
$1.77M ﹤0.01%
42,593
+3,918
660
$1.76M ﹤0.01%
74,212
+53,488
661
$1.75M ﹤0.01%
8,459
+3,899
662
$1.75M ﹤0.01%
39,790
-274
663
$1.75M ﹤0.01%
11,698
+953
664
$1.75M ﹤0.01%
49,281
-70,581
665
$1.75M ﹤0.01%
19,394
+2,824
666
$1.74M ﹤0.01%
112,501
-6,636
667
$1.72M ﹤0.01%
6,450
+71
668
$1.7M ﹤0.01%
66,308
-2,733
669
$1.69M ﹤0.01%
13,437
+12,532
670
$1.69M ﹤0.01%
53,871
-6,139
671
$1.69M ﹤0.01%
9,539
-136
672
$1.69M ﹤0.01%
27,650
-7,642
673
$1.69M ﹤0.01%
108,296
-13,416
674
$1.68M ﹤0.01%
169,175
-32,788
675
$1.66M ﹤0.01%
30,120
+1,724
25 26
27
28 29