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
1001
$562K ﹤0.01%
17,245
-339
1002
$558K ﹤0.01%
7,427
+582
1003
$554K ﹤0.01%
4,635
+910
1004
$553K ﹤0.01%
8,582
-1,947
1005
$553K ﹤0.01%
28,486
+315
1006
$553K ﹤0.01%
19,110
+290
1007
$551K ﹤0.01%
1,833
+1,718
1008
$549K ﹤0.01%
3,203
+84
1009
$549K ﹤0.01%
2,033
-10
1010
$546K ﹤0.01%
22,673
-119
1011
$544K ﹤0.01%
35,930
+2,863
1012
$544K ﹤0.01%
13,550
-7,837
1013
$543K ﹤0.01%
19,939
-5,660
1014
$543K ﹤0.01%
2,438
-19
1015
$539K ﹤0.01%
47,580
-2,898
1016
$537K ﹤0.01%
25,826
1017
$536K ﹤0.01%
23,227
-4
1018
$533K ﹤0.01%
42,689
-4,428
1019
$531K ﹤0.01%
11,777
+8,177
1020
$531K ﹤0.01%
21,560
+11,463
1021
$525K ﹤0.01%
33,488
-467
1022
$525K ﹤0.01%
8,898
-470
1023
$523K ﹤0.01%
25,208
+1,903
1024
$523K ﹤0.01%
10,718
+8,565
1025
$522K ﹤0.01%
1,619
-79
39 40
41
42 43