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
1451
$167K ﹤0.01%
7,601
+5,563
1452
$167K ﹤0.01%
6,579
+1,257
1453
$166K ﹤0.01%
1,657
+1,335
1454
$165K ﹤0.01%
29,059
-1,725
1455
$165K ﹤0.01%
2,618
-213
1456
$165K ﹤0.01%
7,170
+862
1457
$165K ﹤0.01%
2,035
+1,062
1458
$164K ﹤0.01%
9,054
-1,379
1459
$164K ﹤0.01%
4,022
-88
1460
$164K ﹤0.01%
23,755
-14,609
1461
$163K ﹤0.01%
6,794
-407
1462
$162K ﹤0.01%
+6,955
1463
$162K ﹤0.01%
10,416
+6,686
1464
$161K ﹤0.01%
6,273
+744
1465
$161K ﹤0.01%
4,641
+504
1466
$161K ﹤0.01%
17,668
+10,511
1467
$161K ﹤0.01%
16,396
+2,656
1468
$161K ﹤0.01%
11,922
-2,487
1469
$160K ﹤0.01%
12,335
+7,941
1470
$159K ﹤0.01%
35,282
+268
1471
$158K ﹤0.01%
1,916
+518
1472
$158K ﹤0.01%
+7,221
1473
$158K ﹤0.01%
6,043
+2,117
1474
$157K ﹤0.01%
1,511
+11
1475
$157K ﹤0.01%
3,236
-6,588
57 58
59
60 61