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
876
$855K ﹤0.01%
5,656
+139
877
$854K ﹤0.01%
25,500
+7,602
878
$854K ﹤0.01%
72,556
+2,892
879
$849K ﹤0.01%
66,245
+16,359
880
$839K ﹤0.01%
10,052
-509
881
$835K ﹤0.01%
11,085
+681
882
$834K ﹤0.01%
10,270
-3,800
883
$829K ﹤0.01%
13,445
+11,844
884
$829K ﹤0.01%
9,684
+17
885
$827K ﹤0.01%
85,671
+8,613
886
$827K ﹤0.01%
12,637
+1,437
887
$823K ﹤0.01%
68,403
+1,080
888
$822K ﹤0.01%
96,548
-355
889
$819K ﹤0.01%
5,377
+640
890
$812K ﹤0.01%
7,356
+379
891
$810K ﹤0.01%
2,025
+33
892
$806K ﹤0.01%
18,261
+2,902
893
$804K ﹤0.01%
22,637
-39,762
894
$804K ﹤0.01%
31,379
+4,043
895
$796K ﹤0.01%
15,901
+521
896
$794K ﹤0.01%
11,933
-4,042
897
$791K ﹤0.01%
6,838
+300
898
$787K ﹤0.01%
5,835
+882
899
$787K ﹤0.01%
13,040
-1,875
900
$782K ﹤0.01%
29,060
-6,550
34 35
36
37 38