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
901
$780K ﹤0.01%
21,094
-8,406
902
$778K ﹤0.01%
132,609
+7,067
903
$776K ﹤0.01%
25,949
-2,916
904
$773K ﹤0.01%
+26,796
905
$771K ﹤0.01%
5,629
+8
906
$768K ﹤0.01%
14,639
+9,819
907
$768K ﹤0.01%
21,878
+18,693
908
$767K ﹤0.01%
12,105
-583
909
$767K ﹤0.01%
17,573
-966
910
$761K ﹤0.01%
55,522
+3,251
911
$756K ﹤0.01%
36,105
-1,193
912
$751K ﹤0.01%
5,453
-2,107
913
$745K ﹤0.01%
157,810
+17,473
914
$742K ﹤0.01%
7,104
-427
915
$737K ﹤0.01%
6,508
-5,403
916
$735K ﹤0.01%
60,181
-45,608
917
$734K ﹤0.01%
2,227
+669
918
$725K ﹤0.01%
7,739
+702
919
$720K ﹤0.01%
34,392
-114
920
$719K ﹤0.01%
10,821
-13,607
921
$719K ﹤0.01%
28,851
-1,880
922
$717K ﹤0.01%
10,494
+2,757
923
$713K ﹤0.01%
34,400
-7,302
924
$712K ﹤0.01%
12,151
+10,776
925
$712K ﹤0.01%
62,263
+18,846
35 36
37
38 39