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
1126
$420K ﹤0.01%
6,366
-1,955
1127
$419K ﹤0.01%
13,581
-3,383
1128
$418K ﹤0.01%
10,368
-2,164
1129
$416K ﹤0.01%
10,397
-2,746
1130
$415K ﹤0.01%
15,058
-679
1131
$414K ﹤0.01%
29,354
1132
$414K ﹤0.01%
10,371
-666
1133
$414K ﹤0.01%
16,589
-1,516
1134
$412K ﹤0.01%
3,989
+436
1135
$411K ﹤0.01%
42,273
+41,329
1136
$410K ﹤0.01%
39,919
-55,981
1137
$407K ﹤0.01%
4,190
+163
1138
$407K ﹤0.01%
10,294
+38
1139
$403K ﹤0.01%
18,355
+1,831
1140
$403K ﹤0.01%
1,635
-407
1141
$402K ﹤0.01%
16,154
+4,370
1142
$400K ﹤0.01%
27,428
1143
$400K ﹤0.01%
9,462
+707
1144
$400K ﹤0.01%
25,213
-4,167
1145
$399K ﹤0.01%
17,428
-333
1146
$398K ﹤0.01%
4,543
-853
1147
$397K ﹤0.01%
11,556
+229
1148
$394K ﹤0.01%
5,219
+95
1149
$393K ﹤0.01%
6,808
-5,675
1150
$392K ﹤0.01%
2,511
+182
44 45
46
47 48