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
1251
$297K ﹤0.01%
6,117
-6,575
1252
$296K ﹤0.01%
20,496
-1,230
1253
$296K ﹤0.01%
1,737
-580
1254
$295K ﹤0.01%
26,216
-2,177
1255
$295K ﹤0.01%
9,967
1256
$295K ﹤0.01%
6,522
+631
1257
$293K ﹤0.01%
2,871
-599
1258
$293K ﹤0.01%
19,476
-1,473
1259
$292K ﹤0.01%
4,120
+15
1260
$291K ﹤0.01%
1,312
-16
1261
$289K ﹤0.01%
11,693
-56
1262
$289K ﹤0.01%
39,602
-2,242
1263
$289K ﹤0.01%
11,492
+1,554
1264
$288K ﹤0.01%
7,348
+101
1265
$288K ﹤0.01%
1,319
+893
1266
$286K ﹤0.01%
32,183
-2,953
1267
$286K ﹤0.01%
10,483
+6,790
1268
$285K ﹤0.01%
40,483
+7,612
1269
$285K ﹤0.01%
3,940
-89
1270
$284K ﹤0.01%
3,319
+835
1271
$284K ﹤0.01%
4,518
-1,687
1272
$283K ﹤0.01%
4,715
1273
$283K ﹤0.01%
12,307
-248
1274
$281K ﹤0.01%
66,010
+20,927
1275
$281K ﹤0.01%
2,717
-49
49 50
51
52 53