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
1076
$463K ﹤0.01%
18,369
+5,644
1077
$462K ﹤0.01%
10,163
+59
1078
$461K ﹤0.01%
4,597
+349
1079
$459K ﹤0.01%
5,557
+1,111
1080
$459K ﹤0.01%
25,372
-23,223
1081
$458K ﹤0.01%
34,825
-4,436
1082
$458K ﹤0.01%
2,276
-604
1083
$457K ﹤0.01%
40,588
-987
1084
$457K ﹤0.01%
1,606
-281
1085
$454K ﹤0.01%
3,692
+95
1086
$454K ﹤0.01%
14,145
-3,670
1087
$454K ﹤0.01%
5,426
-187
1088
$452K ﹤0.01%
2,461
+530
1089
$450K ﹤0.01%
2,088
1090
$449K ﹤0.01%
65,239
-6,656
1091
$448K ﹤0.01%
52,373
-4,497
1092
$448K ﹤0.01%
8,243
+2,417
1093
$447K ﹤0.01%
27,900
-1,468
1094
$445K ﹤0.01%
5,231
+184
1095
$445K ﹤0.01%
49,590
-53,858
1096
$442K ﹤0.01%
6,613
+232
1097
$441K ﹤0.01%
5,812
+527
1098
$440K ﹤0.01%
5,425
-133
1099
$438K ﹤0.01%
1,446
-139
1100
$437K ﹤0.01%
4,866
-567
42 43
44
45 46