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
1026
$521K ﹤0.01%
7,358
-505
1027
$519K ﹤0.01%
52,993
-5,799
1028
$518K ﹤0.01%
11,626
+1,149
1029
$516K ﹤0.01%
23,715
+11,036
1030
$514K ﹤0.01%
2,770
-698
1031
$511K ﹤0.01%
17,484
-3,051
1032
$508K ﹤0.01%
18,127
+169
1033
$507K ﹤0.01%
10,505
-345
1034
$506K ﹤0.01%
7,494
-1,150
1035
$503K ﹤0.01%
16,978
+796
1036
$501K ﹤0.01%
3,789
+317
1037
$501K ﹤0.01%
7,300
-157
1038
$499K ﹤0.01%
16,428
+6,236
1039
$499K ﹤0.01%
13,921
+178
1040
$497K ﹤0.01%
19,344
+685
1041
$497K ﹤0.01%
18,799
-117,689
1042
$496K ﹤0.01%
65,481
+265
1043
$492K ﹤0.01%
11,002
+2,208
1044
$491K ﹤0.01%
4,699
-764
1045
$491K ﹤0.01%
15,694
+4,693
1046
$490K ﹤0.01%
42,796
+6,958
1047
$488K ﹤0.01%
12,933
-5,373
1048
$488K ﹤0.01%
7,944
1049
$487K ﹤0.01%
21,497
+8,069
1050
$487K ﹤0.01%
62,987
+44,728
40 41
42
43 44