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
751
$1.31M ﹤0.01%
29,973
-5,099
752
$1.31M ﹤0.01%
23,600
-3,483
753
$1.31M ﹤0.01%
19,394
-3,133
754
$1.3M ﹤0.01%
23,628
+1,953
755
$1.3M ﹤0.01%
23,146
+626
756
$1.29M ﹤0.01%
10,692
-222
757
$1.29M ﹤0.01%
194,596
+12,060
758
$1.29M ﹤0.01%
20,177
-1,973
759
$1.29M ﹤0.01%
6,884
-65
760
$1.28M ﹤0.01%
27,769
-8,391
761
$1.27M ﹤0.01%
122,083
-21,113
762
$1.27M ﹤0.01%
58,431
-1,155
763
$1.26M ﹤0.01%
10,013
-21,193
764
$1.26M ﹤0.01%
16,692
765
$1.26M ﹤0.01%
35,891
-356
766
$1.25M ﹤0.01%
2,583
-890
767
$1.25M ﹤0.01%
13,002
-1,642
768
$1.25M ﹤0.01%
9,074
-181
769
$1.24M ﹤0.01%
24,300
+1,083
770
$1.23M ﹤0.01%
17,891
+10,032
771
$1.23M ﹤0.01%
111,819
-27,383
772
$1.23M ﹤0.01%
16,515
-6,173
773
$1.23M ﹤0.01%
36,699
+1,896
774
$1.23M ﹤0.01%
21,359
-1,866
775
$1.22M ﹤0.01%
24,693
+795
29 30
31
32 33