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
976
$596K ﹤0.01%
8,361
-481
977
$593K ﹤0.01%
25,450
+16,859
978
$592K ﹤0.01%
9,011
+130
979
$591K ﹤0.01%
3,942
-13
980
$590K ﹤0.01%
17,828
+254
981
$589K ﹤0.01%
17,320
+1,915
982
$587K ﹤0.01%
12,738
-1,752
983
$583K ﹤0.01%
4,078
-459
984
$582K ﹤0.01%
12,289
-1,316
985
$579K ﹤0.01%
23,919
+23,334
986
$579K ﹤0.01%
7,028
-11,938
987
$578K ﹤0.01%
4,648
+720
988
$576K ﹤0.01%
16,228
-187
989
$576K ﹤0.01%
4,048
-194
990
$573K ﹤0.01%
17,718
-2,866
991
$572K ﹤0.01%
1,755
-61
992
$571K ﹤0.01%
17,712
-45,161
993
$567K ﹤0.01%
7,492
-6,437
994
$567K ﹤0.01%
16,654
+11,010
995
$567K ﹤0.01%
42,597
-13,785
996
$566K ﹤0.01%
9,230
+693
997
$564K ﹤0.01%
7,893
-1,722
998
$564K ﹤0.01%
81,406
+3,225
999
$563K ﹤0.01%
8,194
+1,138
1000
$562K ﹤0.01%
9,923
+820
38 39
40
41 42