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
1376
$213K ﹤0.01%
10,045
1377
$211K ﹤0.01%
2,728
+154
1378
$211K ﹤0.01%
5,185
+121
1379
$210K ﹤0.01%
16,925
-3,006
1380
$210K ﹤0.01%
14,574
+3,488
1381
$208K ﹤0.01%
6,663
+129
1382
$208K ﹤0.01%
3,796
+251
1383
$207K ﹤0.01%
811
+15
1384
$207K ﹤0.01%
21,136
+495
1385
$207K ﹤0.01%
42,413
+6,627
1386
$205K ﹤0.01%
3,047
-409
1387
$205K ﹤0.01%
4,285
+1,181
1388
$204K ﹤0.01%
1,508
+42
1389
$203K ﹤0.01%
2,707
-331
1390
$202K ﹤0.01%
2,245
+700
1391
$201K ﹤0.01%
4,969
+699
1392
$201K ﹤0.01%
7,053
+2,396
1393
$201K ﹤0.01%
4,644
1394
$200K ﹤0.01%
4,745
-654
1395
$200K ﹤0.01%
50
+13
1396
$199K ﹤0.01%
6,073
+3,559
1397
$199K ﹤0.01%
2,819
+652
1398
$199K ﹤0.01%
10,898
+7,446
1399
$198K ﹤0.01%
3,393
+2,114
1400
$196K ﹤0.01%
22,984
+6,861
54 55
56
57 58