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
126
$47.9M 0.08%
756,489
+101,851
127
$47.9M 0.08%
180,603
+13,656
128
$47.2M 0.08%
461,067
+46,478
129
$47.1M 0.08%
377,836
-1,966
130
$46.7M 0.08%
102,708
+6,425
131
$46.3M 0.08%
202,175
+15,573
132
$45.8M 0.08%
571,745
+26,137
133
$45.2M 0.08%
1,389,854
-117,717
134
$45.1M 0.08%
715,076
+19,354
135
$44.5M 0.08%
271,178
+10,926
136
$44.5M 0.08%
566,802
+22,810
137
$44.2M 0.08%
1,595,683
-20,187
138
$43.8M 0.08%
519,453
+97,196
139
$43.1M 0.08%
2,279,264
+184,542
140
$42.2M 0.07%
483,223
+2,858
141
$42M 0.07%
215,798
+13,800
142
$41.1M 0.07%
939,542
+43,867
143
$41M 0.07%
434,526
+20,084
144
$38.8M 0.07%
466,408
+44,466
145
$38.6M 0.07%
1,979,282
+903,950
146
$38M 0.07%
1,421,844
+616,985
147
$37.6M 0.07%
771,301
+26,535
148
$37.2M 0.06%
240,302
+17,434
149
$37M 0.06%
121,224
+14,535
150
$37M 0.06%
363,781
+48,451
4 5
6
7 8