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
1351
$229K ﹤0.01%
5,400
+535
1352
$229K ﹤0.01%
1,950
-1,887
1353
$228K ﹤0.01%
1,364
+52
1354
$228K ﹤0.01%
5,401
-9,694
1355
$227K ﹤0.01%
2,832
-139
1356
$226K ﹤0.01%
10,688
+61
1357
$226K ﹤0.01%
4,339
-181
1358
$226K ﹤0.01%
1,501
+21
1359
$225K ﹤0.01%
2,712
-96
1360
$224K ﹤0.01%
35,000
1361
$223K ﹤0.01%
4,472
-12,078
1362
$223K ﹤0.01%
7,164
-1,158
1363
$223K ﹤0.01%
+2,700
1364
$221K ﹤0.01%
4,355
+1,571
1365
$220K ﹤0.01%
4,056
-300
1366
$219K ﹤0.01%
6,257
+143
1367
$218K ﹤0.01%
3,798
+9
1368
$217K ﹤0.01%
2,982
1369
$216K ﹤0.01%
3,590
1370
$216K ﹤0.01%
6,946
-960
1371
$216K ﹤0.01%
+9,713
1372
$215K ﹤0.01%
3,177
-5,186
1373
$214K ﹤0.01%
1,699
-226
1374
$214K ﹤0.01%
2,440
+422
1375
$213K ﹤0.01%
6,961
53 54
55
56 57