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
1326
$251K ﹤0.01%
6,271
+782
1327
$251K ﹤0.01%
1,445
-209
1328
$249K ﹤0.01%
6,889
+46
1329
$249K ﹤0.01%
6,558
-15,597
1330
$246K ﹤0.01%
5,896
1331
$245K ﹤0.01%
34,256
-8,380
1332
$244K ﹤0.01%
19,729
+2,542
1333
$242K ﹤0.01%
22,806
-6,416
1334
$241K ﹤0.01%
10,547
-1,636
1335
$241K ﹤0.01%
6,956
-1,222
1336
$240K ﹤0.01%
2,784
+684
1337
$238K ﹤0.01%
32,099
-508,010
1338
$237K ﹤0.01%
1,372
-696
1339
$236K ﹤0.01%
9,478
-313
1340
$236K ﹤0.01%
2,892
+27
1341
$235K ﹤0.01%
21,604
+13,286
1342
$235K ﹤0.01%
1,799
-1
1343
$234K ﹤0.01%
2,911
-93
1344
$233K ﹤0.01%
13,693
-2,295
1345
$233K ﹤0.01%
19,443
-5,944
1346
$232K ﹤0.01%
7,285
-1,092
1347
$231K ﹤0.01%
1,169
-19
1348
$230K ﹤0.01%
5,238
+35
1349
$230K ﹤0.01%
5,991
+2,747
1350
$230K ﹤0.01%
4,796
-1,155
52 53
54
55 56