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
676
$1.66M ﹤0.01%
21,298
-1,334
677
$1.65M ﹤0.01%
51,416
-9,897
678
$1.65M ﹤0.01%
38,250
-3,380
679
$1.64M ﹤0.01%
9,278
-842
680
$1.63M ﹤0.01%
79,479
+2,668
681
$1.63M ﹤0.01%
30,509
+11,310
682
$1.63M ﹤0.01%
4,491
-163
683
$1.62M ﹤0.01%
57,480
+52
684
$1.62M ﹤0.01%
15,415
-51,600
685
$1.6M ﹤0.01%
18,735
+711
686
$1.6M ﹤0.01%
163,392
+6,321
687
$1.59M ﹤0.01%
17,294
-7,629
688
$1.59M ﹤0.01%
21,575
+655
689
$1.58M ﹤0.01%
91,989
+5,829
690
$1.57M ﹤0.01%
29,520
+29,410
691
$1.57M ﹤0.01%
40,491
+17,214
692
$1.56M ﹤0.01%
40,580
-13,333
693
$1.56M ﹤0.01%
23,278
-145
694
$1.56M ﹤0.01%
184,657
-87,700
695
$1.55M ﹤0.01%
+41,060
696
$1.54M ﹤0.01%
38,015
+6,813
697
$1.54M ﹤0.01%
11,640
+54
698
$1.54M ﹤0.01%
8,433
+296
699
$1.53M ﹤0.01%
24,724
+286
700
$1.53M ﹤0.01%
35,624
-12,446
26 27
28
29 30