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
726
$1.42M ﹤0.01%
17,534
-36,728
727
$1.41M ﹤0.01%
19,613
-3,542
728
$1.41M ﹤0.01%
27,994
+1,126
729
$1.41M ﹤0.01%
34,253
-931
730
$1.4M ﹤0.01%
7,625
-8,395
731
$1.4M ﹤0.01%
73,638
+7,578
732
$1.4M ﹤0.01%
67,957
+19,069
733
$1.4M ﹤0.01%
31,982
+5,622
734
$1.39M ﹤0.01%
53,119
+2,411
735
$1.39M ﹤0.01%
10,794
-1,133
736
$1.38M ﹤0.01%
68,866
+10,677
737
$1.38M ﹤0.01%
53,491
-142,637
738
$1.36M ﹤0.01%
11,113
+237
739
$1.36M ﹤0.01%
12,611
+594
740
$1.36M ﹤0.01%
53,496
-330
741
$1.35M ﹤0.01%
78,018
+60,442
742
$1.35M ﹤0.01%
30,998
+6,588
743
$1.35M ﹤0.01%
39,482
+405
744
$1.35M ﹤0.01%
32,032
+3,876
745
$1.34M ﹤0.01%
7,116
-908
746
$1.33M ﹤0.01%
8,775
-37,750
747
$1.33M ﹤0.01%
17,715
-983
748
$1.32M ﹤0.01%
11,930
+676
749
$1.31M ﹤0.01%
18,195
-1,010
750
$1.31M ﹤0.01%
81,938
28 29
30
31 32