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
1151
$392K ﹤0.01%
8,334
-978
1152
$392K ﹤0.01%
12,691
+136
1153
$391K ﹤0.01%
3,754
1154
$388K ﹤0.01%
34,117
-5,853
1155
$388K ﹤0.01%
4,901
+400
1156
$387K ﹤0.01%
14,052
+460
1157
$386K ﹤0.01%
8,416
+1,412
1158
$383K ﹤0.01%
3,383
+689
1159
$382K ﹤0.01%
39,250
1160
$382K ﹤0.01%
4,709
+1,716
1161
$380K ﹤0.01%
16,620
+16,320
1162
$380K ﹤0.01%
10,106
-134
1163
$379K ﹤0.01%
4,296
+58
1164
$379K ﹤0.01%
6,652
+3,883
1165
$379K ﹤0.01%
7,398
-22,819
1166
$378K ﹤0.01%
3,113
+1,087
1167
$378K ﹤0.01%
35,487
-1,295
1168
$377K ﹤0.01%
14,170
+328
1169
$377K ﹤0.01%
54,250
-1,767
1170
$375K ﹤0.01%
10,151
+9,450
1171
$375K ﹤0.01%
11,405
+952
1172
$373K ﹤0.01%
5,453
+199
1173
$373K ﹤0.01%
21,141
+3,951
1174
$373K ﹤0.01%
1,423
-53
1175
$372K ﹤0.01%
37,192
-7,978
45 46
47
48 49