Northwestern Mutual Wealth Management Portfolio holdings
AUM
$137B
1-Year Return
11.46%
This Quarter Return
+4.75%
1 Year Return
+11.46%
3 Year Return
+42.1%
5 Year Return
+64.04%
10 Year Return
+120.42%
AUM
$1.9B
AUM Growth
+$229M
(+14%)
Cap. Flow
+$155M
Cap. Flow
% of AUM
8.13%
Top 10 Holdings %
Top 10 Hldgs %
32.29%
Holding
1,632
New
346
Increased
481
Reduced
290
Closed
262
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$35M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$16.7M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$10.1M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$10.1M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$9.18M |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$26.1M |
| 2 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$5.25M |
| 3 |
Emerson Electric
EMR
|
+$3.45M |
| 4 |
IBM
IBM
|
+$3.3M |
| 5 |
Marathon Petroleum
MPC
|
+$2.88M |
Sector Composition
| 1 | Healthcare | 4.45% |
| 2 | Technology | 3.81% |
| 3 | Industrials | 3.65% |
| 4 | Energy | 3.43% |
| 5 | Consumer Staples | 3.15% |