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
76
$76.7M 0.13%
534,121
+22,245
77
$75.8M 0.13%
1,967,751
+464,107
78
$73.3M 0.13%
789,434
+162,686
79
$71.8M 0.13%
3,559,017
+199,869
80
$71.7M 0.13%
2,852,443
+937,273
81
$70.9M 0.12%
316,826
+65,940
82
$70.9M 0.12%
1,408,889
+455,785
83
$70.4M 0.12%
247,721
+11,908
84
$70.2M 0.12%
2,215,870
+27,111
85
$68.1M 0.12%
473,637
+135,238
86
$63.6M 0.11%
592,900
+21,596
87
$63.5M 0.11%
3,256,026
+1,640,310
88
$63.1M 0.11%
1,263,568
+11,805
89
$61.8M 0.11%
642,837
+78,997
90
$61.6M 0.11%
454,344
+11,842
91
$61.5M 0.11%
989,684
-13,420
92
$60.8M 0.11%
666,074
+207,984
93
$60.7M 0.11%
674,511
-32,245
94
$60.6M 0.11%
391,564
-90,326
95
$60.3M 0.11%
353,645
+16,287
96
$59.9M 0.1%
754,270
-254,786
97
$59.9M 0.1%
1,181,584
+239,337
98
$59.6M 0.1%
361,558
+20,381
99
$59.5M 0.1%
615,293
+34,051
100
$58.7M 0.1%
737,519
+30,552
2 3
4
5 6