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
1051
$485K ﹤0.01%
5,392
-158
1052
$484K ﹤0.01%
15,888
-4,212
1053
$484K ﹤0.01%
43,954
+16,627
1054
$483K ﹤0.01%
7,655
-1,232
1055
$482K ﹤0.01%
28,391
-186
1056
$482K ﹤0.01%
33,018
1057
$482K ﹤0.01%
19,039
+4,585
1058
$480K ﹤0.01%
6,635
+1,123
1059
$478K ﹤0.01%
6,025
-1
1060
$477K ﹤0.01%
16,959
+9
1061
$477K ﹤0.01%
13,615
+10,768
1062
$477K ﹤0.01%
6,259
-2,076
1063
$476K ﹤0.01%
17,304
-5,031
1064
$475K ﹤0.01%
167,830
+54,235
1065
$474K ﹤0.01%
37,842
-984
1066
$474K ﹤0.01%
10,173
+1,253
1067
$474K ﹤0.01%
2,857
+495
1068
$473K ﹤0.01%
9,919
+10
1069
$472K ﹤0.01%
29,521
-4,399
1070
$472K ﹤0.01%
9,065
-2,184
1071
$470K ﹤0.01%
25,443
-109,329
1072
$468K ﹤0.01%
21,668
-593
1073
$466K ﹤0.01%
39,719
+11,687
1074
$464K ﹤0.01%
41,817
-5,611
1075
$464K ﹤0.01%
21,361
+929
41 42
43
44 45