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
1426
$181K ﹤0.01%
7,114
-2,872
1427
$181K ﹤0.01%
103,010
-29,062
1428
$180K ﹤0.01%
7,230
-962
1429
$180K ﹤0.01%
9,530
+15
1430
$177K ﹤0.01%
1,580
+1,055
1431
$177K ﹤0.01%
+7,980
1432
$177K ﹤0.01%
163
+49
1433
$177K ﹤0.01%
3,287
+18
1434
$177K ﹤0.01%
5,426
+1,650
1435
$176K ﹤0.01%
14,873
+1,427
1436
$176K ﹤0.01%
7,568
-424
1437
$175K ﹤0.01%
6,084
+771
1438
$175K ﹤0.01%
2,379
1439
$174K ﹤0.01%
11,548
-4,512
1440
$174K ﹤0.01%
2,156
+92
1441
$173K ﹤0.01%
25,116
+9,050
1442
$172K ﹤0.01%
654
+9
1443
$171K ﹤0.01%
29,765
+552
1444
$170K ﹤0.01%
10,449
+251
1445
$170K ﹤0.01%
2,912
+582
1446
$169K ﹤0.01%
1,333
-105
1447
$168K ﹤0.01%
984
-170
1448
$168K ﹤0.01%
2,852
+2,122
1449
$168K ﹤0.01%
5,191
-766
1450
$168K ﹤0.01%
5,484
+2,121
56 57
58
59 60