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
1176
$372K ﹤0.01%
13,251
+781
1177
$372K ﹤0.01%
14,495
+305
1178
$368K ﹤0.01%
11,171
+810
1179
$367K ﹤0.01%
13,768
+2,056
1180
$367K ﹤0.01%
16,031
-1,539
1181
$367K ﹤0.01%
8,359
+137
1182
$366K ﹤0.01%
8,158
+760
1183
$366K ﹤0.01%
60,066
-4,643
1184
$363K ﹤0.01%
10,991
-5,737
1185
$362K ﹤0.01%
7,080
+1,379
1186
$361K ﹤0.01%
3,014
-295
1187
$358K ﹤0.01%
7,146
-5,737
1188
$355K ﹤0.01%
3,354
-132
1189
$355K ﹤0.01%
36,549
-3,116
1190
$354K ﹤0.01%
32,593
+788
1191
$354K ﹤0.01%
71,254
-2,420
1192
$352K ﹤0.01%
4,046
-39
1193
$349K ﹤0.01%
8,568
+4,384
1194
$348K ﹤0.01%
1,121
-89
1195
$347K ﹤0.01%
7,025
1196
$346K ﹤0.01%
1,871
+454
1197
$346K ﹤0.01%
3,132
+866
1198
$345K ﹤0.01%
5,352
+35
1199
$343K ﹤0.01%
5,638
+3,097
1200
$343K ﹤0.01%
25,336
-7,852
46 47
48
49 50