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
51
$124M 0.22%
2,181,537
-180,492
52
$113M 0.2%
691,720
+34,548
53
$108M 0.19%
888,088
+80,131
54
$108M 0.19%
1,927,894
-279,432
55
$105M 0.18%
208,110
+7,877
56
$102M 0.18%
1,765,048
-26,614
57
$101M 0.18%
1,353,079
+67,229
58
$101M 0.18%
1,246,253
+366,068
59
$97.9M 0.17%
933,110
-284,686
60
$97.5M 0.17%
2,289,241
+327,068
61
$96.6M 0.17%
361,734
+19,670
62
$95.8M 0.17%
916,272
+53,463
63
$95.6M 0.17%
2,195,756
-29,373
64
$94.2M 0.16%
1,754,747
+58,259
65
$92.8M 0.16%
682,524
+1,304
66
$90.6M 0.16%
315,279
-17,415
67
$88.7M 0.15%
1,924,134
-636,485
68
$87.2M 0.15%
1,960,545
+74,484
69
$86.5M 0.15%
842,934
-4,522
70
$83.8M 0.15%
6,904,290
+333,520
71
$83.8M 0.15%
471,536
+24,929
72
$82.4M 0.14%
174,536
+10,320
73
$82M 0.14%
1,634,442
+530,612
74
$80.7M 0.14%
292,279
+29,754
75
$78.6M 0.14%
622,467
+23,481
1 2
3
4 5