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
101
$56.1M 0.1%
685,825
+115,337
102
$55.2M 0.1%
1,419,928
-249,578
103
$54.5M 0.1%
334,002
+7,584
104
$54.2M 0.09%
106,906
+7,240
105
$53.8M 0.09%
133,824
-29
106
$53.4M 0.09%
807,556
+2,438
107
$53M 0.09%
2,235,667
+270,543
108
$52.2M 0.09%
364,201
+55,816
109
$52.1M 0.09%
3,730,648
+236,772
110
$51.8M 0.09%
1,833,061
+699,262
111
$51.7M 0.09%
626,519
+62,831
112
$51.3M 0.09%
1,849,060
+77,540
113
$51.2M 0.09%
492,558
-30,749
114
$50.9M 0.09%
357,822
+14,214
115
$50.7M 0.09%
1,770,217
+6,323
116
$50M 0.09%
162,603
+1,590
117
$49.8M 0.09%
1,123,578
+273,174
118
$49.7M 0.09%
3,071,962
+1,070,812
119
$49.5M 0.09%
1,384,391
-67,180
120
$49.1M 0.09%
2,942,434
-527,130
121
$49M 0.09%
1,624,097
+92,057
122
$49M 0.09%
2,186,362
+1,101,907
123
$48.6M 0.08%
2,597,368
+1,248,119
124
$48.2M 0.08%
572,127
+10,946
125
$48.1M 0.08%
613,343
+194,395
3 4
5
6 7