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
1101
$436K ﹤0.01%
11,140
+650
1102
$436K ﹤0.01%
14,372
-133
1103
$436K ﹤0.01%
11,515
-2,095
1104
$434K ﹤0.01%
48,602
-1,959
1105
$434K ﹤0.01%
5,518
+2,622
1106
$432K ﹤0.01%
14,424
-5,450
1107
$431K ﹤0.01%
12,380
+10,952
1108
$431K ﹤0.01%
15,094
-2,344
1109
$430K ﹤0.01%
1,939
+120
1110
$430K ﹤0.01%
6,444
+1,440
1111
$429K ﹤0.01%
8,347
+20
1112
$428K ﹤0.01%
17,758
-3,246
1113
$428K ﹤0.01%
15,228
-965
1114
$427K ﹤0.01%
9,126
+113
1115
$426K ﹤0.01%
25,854
+4,444
1116
$426K ﹤0.01%
5,560
-1,437
1117
$425K ﹤0.01%
16,803
+2,525
1118
$423K ﹤0.01%
25,721
-2,622
1119
$423K ﹤0.01%
14,530
+9,915
1120
$422K ﹤0.01%
3,013
-819
1121
$422K ﹤0.01%
10,968
-462
1122
$422K ﹤0.01%
2,794
+137
1123
$422K ﹤0.01%
13,657
-23,492
1124
$422K ﹤0.01%
8,769
-658
1125
$421K ﹤0.01%
2,253
+922
43 44
45
46 47