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
826
$981K ﹤0.01%
22,408
+216
827
$979K ﹤0.01%
7,688
+98
828
$972K ﹤0.01%
150,685
+2,688
829
$972K ﹤0.01%
28,786
+870
830
$971K ﹤0.01%
6,730
+300
831
$966K ﹤0.01%
12,376
+1,543
832
$966K ﹤0.01%
11,745
-691
833
$961K ﹤0.01%
4,607
-577
834
$958K ﹤0.01%
10,967
+1,207
835
$956K ﹤0.01%
14,323
+1,955
836
$954K ﹤0.01%
25,918
+5,321
837
$953K ﹤0.01%
11,832
+334
838
$953K ﹤0.01%
7,317
-457
839
$946K ﹤0.01%
59,415
+28,201
840
$942K ﹤0.01%
21,549
-2,396
841
$936K ﹤0.01%
20,570
+6,673
842
$936K ﹤0.01%
73,025
+2,895
843
$933K ﹤0.01%
7,476
-1,433
844
$930K ﹤0.01%
1,901
+50
845
$927K ﹤0.01%
26,079
-1,995
846
$926K ﹤0.01%
6,808
+228
847
$921K ﹤0.01%
8,524
-315
848
$921K ﹤0.01%
3,751
+36
849
$919K ﹤0.01%
10,646
+6,080
850
$916K ﹤0.01%
27,672
+26,163
32 33
34
35 36