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
1201
$342K ﹤0.01%
3,140
-3,804
1202
$340K ﹤0.01%
2,755
-224
1203
$337K ﹤0.01%
4,977
1204
$336K ﹤0.01%
4,187
-1,166
1205
$336K ﹤0.01%
2,159
-298
1206
$336K ﹤0.01%
28,344
+872
1207
$336K ﹤0.01%
914
1208
$335K ﹤0.01%
4,192
+7
1209
$334K ﹤0.01%
4,319
-198
1210
$333K ﹤0.01%
2,501
-150
1211
$333K ﹤0.01%
2,310
+62
1212
$332K ﹤0.01%
3,678
+636
1213
$332K ﹤0.01%
24,246
-2,045
1214
$332K ﹤0.01%
1,657
-29
1215
$331K ﹤0.01%
4,179
-635
1216
$331K ﹤0.01%
21,216
-4,163
1217
$329K ﹤0.01%
40,553
+2,210
1218
$329K ﹤0.01%
7,673
+5,286
1219
$328K ﹤0.01%
3,423
-115
1220
$328K ﹤0.01%
33,795
-13,232
1221
$328K ﹤0.01%
4,136
-1,689
1222
$328K ﹤0.01%
3,319
-50
1223
$327K ﹤0.01%
3,600
+162
1224
$323K ﹤0.01%
28,327
+16,118
1225
$322K ﹤0.01%
15,228
+2,016
47 48
49
50 51