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
701
$1.53M ﹤0.01%
17,474
+13,186
702
$1.53M ﹤0.01%
27,134
+4,063
703
$1.51M ﹤0.01%
24,314
+15,440
704
$1.51M ﹤0.01%
42,658
-114
705
$1.51M ﹤0.01%
12,166
+487
706
$1.5M ﹤0.01%
60,822
+12,516
707
$1.49M ﹤0.01%
25,879
708
$1.49M ﹤0.01%
125,463
-3,066
709
$1.49M ﹤0.01%
12,646
-98
710
$1.48M ﹤0.01%
5,490
+960
711
$1.48M ﹤0.01%
36,246
+405
712
$1.48M ﹤0.01%
35,400
+7,048
713
$1.48M ﹤0.01%
25,893
+370
714
$1.47M ﹤0.01%
6,999
-600
715
$1.47M ﹤0.01%
24,313
+9,012
716
$1.46M ﹤0.01%
29,666
+1,795
717
$1.45M ﹤0.01%
16,932
+3,248
718
$1.45M ﹤0.01%
28,618
+1,104
719
$1.44M ﹤0.01%
29,243
+5,773
720
$1.43M ﹤0.01%
129,292
+4,524
721
$1.43M ﹤0.01%
54,981
+40,907
722
$1.42M ﹤0.01%
10,466
+1,142
723
$1.42M ﹤0.01%
30,040
+13,952
724
$1.42M ﹤0.01%
33,040
+798
725
$1.42M ﹤0.01%
123,132
-10,457
27 28
29
30 31