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
926
$712K ﹤0.01%
2,925
-201
927
$711K ﹤0.01%
24,209
-4,159
928
$710K ﹤0.01%
38,398
-8,883
929
$709K ﹤0.01%
8,554
-764
930
$707K ﹤0.01%
9,818
-1,885
931
$707K ﹤0.01%
11,835
+1,800
932
$698K ﹤0.01%
+28,648
933
$697K ﹤0.01%
32,329
+15,198
934
$694K ﹤0.01%
+48,000
935
$693K ﹤0.01%
4,259
+1,846
936
$692K ﹤0.01%
148,119
+15,714
937
$689K ﹤0.01%
11,822
-188
938
$688K ﹤0.01%
20,393
+1,664
939
$684K ﹤0.01%
10,248
+1,360
940
$684K ﹤0.01%
4,346
-145
941
$683K ﹤0.01%
94,236
+30,669
942
$683K ﹤0.01%
12,670
+150
943
$679K ﹤0.01%
9,919
+4,773
944
$678K ﹤0.01%
28,462
-2,604
945
$677K ﹤0.01%
3,803
+2,187
946
$671K ﹤0.01%
24,172
+17,553
947
$668K ﹤0.01%
11,741
+4,493
948
$663K ﹤0.01%
16,691
-11
949
$656K ﹤0.01%
9,726
-409
950
$653K ﹤0.01%
15,104
-673
36 37
38
39 40