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
1276
$280K ﹤0.01%
12,059
-1,297
1277
$279K ﹤0.01%
7,182
+2,964
1278
$277K ﹤0.01%
2,000
1279
$276K ﹤0.01%
5,841
-576
1280
$276K ﹤0.01%
7,722
+6
1281
$276K ﹤0.01%
13,228
+3,158
1282
$275K ﹤0.01%
44,279
+213
1283
$275K ﹤0.01%
7,477
+397
1284
$275K ﹤0.01%
41,887
-4,588
1285
$274K ﹤0.01%
3,925
+206
1286
$273K ﹤0.01%
5,035
1287
$273K ﹤0.01%
7,393
+440
1288
$273K ﹤0.01%
2,800
+984
1289
$273K ﹤0.01%
4,338
+827
1290
$273K ﹤0.01%
12,050
-380
1291
$272K ﹤0.01%
23,116
+10
1292
$271K ﹤0.01%
10,302
-31,233
1293
$270K ﹤0.01%
2,579
+159
1294
$269K ﹤0.01%
6,310
+278
1295
$269K ﹤0.01%
12,790
+4,725
1296
$266K ﹤0.01%
33,441
-99,136
1297
$266K ﹤0.01%
6,613
-499
1298
$266K ﹤0.01%
8,499
1299
$265K ﹤0.01%
1,237
+46
1300
$265K ﹤0.01%
7,180
-561
50 51
52
53 54