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
1401
$196K ﹤0.01%
31,625
-6,615
1402
$196K ﹤0.01%
14,834
+616
1403
$196K ﹤0.01%
3,835
+173
1404
$195K ﹤0.01%
5,789
-2,489
1405
$195K ﹤0.01%
3,183
+66
1406
$194K ﹤0.01%
9,300
-38
1407
$194K ﹤0.01%
10,678
-424
1408
$193K ﹤0.01%
6,000
1409
$193K ﹤0.01%
7,450
+382
1410
$192K ﹤0.01%
9,506
-2,613
1411
$190K ﹤0.01%
17,463
1412
$190K ﹤0.01%
3,872
+2,323
1413
$190K ﹤0.01%
822
-196
1414
$189K ﹤0.01%
2,475
-98
1415
$189K ﹤0.01%
5,051
-59
1416
$189K ﹤0.01%
8,163
+1,781
1417
$189K ﹤0.01%
4,269
-3,150
1418
$189K ﹤0.01%
14,355
+1,062
1419
$188K ﹤0.01%
6,294
+909
1420
$186K ﹤0.01%
5,188
-7,104
1421
$185K ﹤0.01%
4,200
1422
$184K ﹤0.01%
4,386
-1,365
1423
$184K ﹤0.01%
5,159
-17,000
1424
$183K ﹤0.01%
19,520
+2,150
1425
$182K ﹤0.01%
1,786
-136
55 56
57
58 59