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
1301
$265K ﹤0.01%
4,389
+39
1302
$265K ﹤0.01%
3,902
-620
1303
$264K ﹤0.01%
726
-25
1304
$263K ﹤0.01%
32,402
-430
1305
$263K ﹤0.01%
4,193
+2,672
1306
$263K ﹤0.01%
938
+161
1307
$263K ﹤0.01%
3,891
+51
1308
$262K ﹤0.01%
9,200
1309
$261K ﹤0.01%
2,916
-279
1310
$261K ﹤0.01%
26,655
+1,547
1311
$260K ﹤0.01%
25,066
-5,609
1312
$260K ﹤0.01%
20,588
+16,725
1313
$260K ﹤0.01%
6,209
-1,805
1314
$259K ﹤0.01%
10,843
-11,765
1315
$259K ﹤0.01%
2,443
-51
1316
$259K ﹤0.01%
5,377
-468
1317
$256K ﹤0.01%
7,296
+883
1318
$256K ﹤0.01%
1,167
-26,502
1319
$256K ﹤0.01%
6,857
+6,727
1320
$255K ﹤0.01%
6,344
-192
1321
$254K ﹤0.01%
68,981
+43,216
1322
$254K ﹤0.01%
7,425
-579
1323
$253K ﹤0.01%
5,766
+32
1324
$253K ﹤0.01%
9,014
+2,171
1325
$253K ﹤0.01%
2,786
+820
51 52
53
54 55