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
801
$1.07M ﹤0.01%
14,968
+433
802
$1.07M ﹤0.01%
27,615
-16,612
803
$1.07M ﹤0.01%
38,325
+3,205
804
$1.07M ﹤0.01%
21,188
+1,408
805
$1.06M ﹤0.01%
21,747
-7,348
806
$1.06M ﹤0.01%
14,761
-26,136
807
$1.06M ﹤0.01%
17,726
+2,120
808
$1.05M ﹤0.01%
63,528
-73,423
809
$1.05M ﹤0.01%
42,706
+26,194
810
$1.05M ﹤0.01%
19,715
+11,110
811
$1.04M ﹤0.01%
3,564
-7
812
$1.04M ﹤0.01%
17,161
-1,018
813
$1.04M ﹤0.01%
11,882
-6,131
814
$1.04M ﹤0.01%
245,796
+5,962
815
$1.04M ﹤0.01%
142,026
816
$1.03M ﹤0.01%
8,968
-2,598
817
$1.03M ﹤0.01%
39,324
+24,566
818
$1.02M ﹤0.01%
16,554
-140
819
$1.01M ﹤0.01%
5,766
-42
820
$1M ﹤0.01%
47,242
+28,630
821
$991K ﹤0.01%
914
+13
822
$988K ﹤0.01%
74,935
-728
823
$985K ﹤0.01%
40,955
+5,126
824
$983K ﹤0.01%
24,321
+21,357
825
$983K ﹤0.01%
34,429
+6,819
31 32
33
34 35