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
951
$653K ﹤0.01%
6,239
+940
952
$652K ﹤0.01%
21,948
-897
953
$651K ﹤0.01%
22,014
+1,680
954
$650K ﹤0.01%
7,723
-1,564
955
$649K ﹤0.01%
61,339
-16,914
956
$647K ﹤0.01%
8,963
+705
957
$646K ﹤0.01%
26,504
+13,028
958
$646K ﹤0.01%
10,372
+1,006
959
$645K ﹤0.01%
11,427
-195
960
$644K ﹤0.01%
21,363
961
$635K ﹤0.01%
10,900
+625
962
$631K ﹤0.01%
11,406
+11,043
963
$630K ﹤0.01%
16,165
+791
964
$629K ﹤0.01%
7,242
-52
965
$628K ﹤0.01%
10,934
-752
966
$626K ﹤0.01%
4,811
-52
967
$626K ﹤0.01%
2,258
-2,378
968
$625K ﹤0.01%
16,887
-675
969
$623K ﹤0.01%
13,180
+378
970
$616K ﹤0.01%
7,351
+1,714
971
$613K ﹤0.01%
8,654
+6,566
972
$613K ﹤0.01%
8,598
-67
973
$611K ﹤0.01%
25,262
+12,141
974
$605K ﹤0.01%
16,548
+7,885
975
$596K ﹤0.01%
128,203
-114,589
37 38
39
40 41