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
1476
$157K ﹤0.01%
8,546
-4,033
1477
$157K ﹤0.01%
18,804
1478
$156K ﹤0.01%
2,380
+2,142
1479
$156K ﹤0.01%
2,163
+332
1480
$156K ﹤0.01%
4,437
+579
1481
$155K ﹤0.01%
3,525
+1,119
1482
$155K ﹤0.01%
4,129
-91
1483
$155K ﹤0.01%
6,597
-3,774
1484
$154K ﹤0.01%
1,635
1485
$153K ﹤0.01%
9,323
+2,734
1486
$153K ﹤0.01%
562
-2
1487
$153K ﹤0.01%
14,314
-4,544
1488
$152K ﹤0.01%
822
-45
1489
$152K ﹤0.01%
17,590
+9,284
1490
$150K ﹤0.01%
3,306
1491
$150K ﹤0.01%
16,405
+12,175
1492
$150K ﹤0.01%
6,589
+72
1493
$149K ﹤0.01%
3,369
+16
1494
$149K ﹤0.01%
18,416
-10,863
1495
$148K ﹤0.01%
3,859
+9
1496
$147K ﹤0.01%
6,772
-1,356
1497
$146K ﹤0.01%
2,237
+1,316
1498
$146K ﹤0.01%
3,943
-260
1499
$146K ﹤0.01%
3,435
-645
1500
$145K ﹤0.01%
1,980
58 59
60
61 62