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
776
$1.22M ﹤0.01%
10,463
+2,105
777
$1.21M ﹤0.01%
123,370
-14,812
778
$1.21M ﹤0.01%
140,406
+1,432
779
$1.21M ﹤0.01%
7,312
+72
780
$1.2M ﹤0.01%
20,258
+229
781
$1.2M ﹤0.01%
26,205
+934
782
$1.2M ﹤0.01%
39,451
-6,469
783
$1.19M ﹤0.01%
16,324
-455
784
$1.19M ﹤0.01%
42,797
+2,458
785
$1.18M ﹤0.01%
14,141
-282
786
$1.17M ﹤0.01%
42,982
+2,475
787
$1.16M ﹤0.01%
7,364
+194
788
$1.15M ﹤0.01%
34,183
+7,254
789
$1.15M ﹤0.01%
+45,824
790
$1.14M ﹤0.01%
41,302
-4,487
791
$1.14M ﹤0.01%
32,749
-11,012
792
$1.14M ﹤0.01%
139,542
+57,093
793
$1.13M ﹤0.01%
35,425
+7,344
794
$1.12M ﹤0.01%
7,757
-385
795
$1.11M ﹤0.01%
6,161
+179
796
$1.1M ﹤0.01%
19,351
+905
797
$1.1M ﹤0.01%
42,336
-17,972
798
$1.09M ﹤0.01%
26,091
+772
799
$1.09M ﹤0.01%
11,033
-103
800
$1.08M ﹤0.01%
20,316
-689
30 31
32
33 34