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
1226
$320K ﹤0.01%
7,247
+268
1227
$320K ﹤0.01%
5,830
+3,672
1228
$320K ﹤0.01%
7,730
+1,540
1229
$319K ﹤0.01%
5,968
+5,945
1230
$319K ﹤0.01%
2,411
+1,578
1231
$319K ﹤0.01%
29,708
-3,196
1232
$319K ﹤0.01%
7,999
+246
1233
$318K ﹤0.01%
3,545
-760
1234
$317K ﹤0.01%
21,106
+4,788
1235
$315K ﹤0.01%
4,435
+422
1236
$314K ﹤0.01%
2,953
-45
1237
$313K ﹤0.01%
13,861
+3,684
1238
$311K ﹤0.01%
1,685
+47
1239
$311K ﹤0.01%
16,479
+270
1240
$310K ﹤0.01%
1,999
-225
1241
$310K ﹤0.01%
28,533
+15,799
1242
$309K ﹤0.01%
7,521
+771
1243
$305K ﹤0.01%
18,239
-7,560
1244
$305K ﹤0.01%
4,003
-255
1245
$302K ﹤0.01%
7,173
+193
1246
$301K ﹤0.01%
8,866
+302
1247
$301K ﹤0.01%
1,223
-22
1248
$299K ﹤0.01%
10,504
+2,870
1249
$298K ﹤0.01%
9,924
-1,236
1250
$298K ﹤0.01%
3,957
-14,443
48 49
50
51 52