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
851
$913K ﹤0.01%
8,137
+244
852
$906K ﹤0.01%
14,657
-1,677
853
$903K ﹤0.01%
22,166
+12,554
854
$900K ﹤0.01%
18,748
+10,446
855
$898K ﹤0.01%
14,078
-1,979
856
$897K ﹤0.01%
18,883
+2,624
857
$896K ﹤0.01%
4,038
+369
858
$893K ﹤0.01%
5,430
+136
859
$889K ﹤0.01%
66,013
+4,960
860
$888K ﹤0.01%
19,688
+3,752
861
$887K ﹤0.01%
15,430
+3,194
862
$885K ﹤0.01%
29,192
+809
863
$884K ﹤0.01%
60,943
-227,117
864
$883K ﹤0.01%
23,602
+2,482
865
$882K ﹤0.01%
16,626
+637
866
$879K ﹤0.01%
12,353
+324
867
$879K ﹤0.01%
9,585
+1,990
868
$875K ﹤0.01%
21,100
+16,910
869
$874K ﹤0.01%
7,801
-3,214
870
$874K ﹤0.01%
18,445
+6,177
871
$873K ﹤0.01%
30,467
+2,589
872
$872K ﹤0.01%
25,078
-2,585
873
$870K ﹤0.01%
27,469
-2,729
874
$866K ﹤0.01%
50,458
-12,043
875
$862K ﹤0.01%
68,708
+2,045
33 34
35
36 37