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
1501
$145K ﹤0.01%
344
-148
1502
$145K ﹤0.01%
685
-422
1503
$145K ﹤0.01%
3,411
-530
1504
$144K ﹤0.01%
32,200
1505
$144K ﹤0.01%
12,417
1506
$143K ﹤0.01%
9,316
+27
1507
$143K ﹤0.01%
11,205
-14,492
1508
$143K ﹤0.01%
3,103
1509
$143K ﹤0.01%
1,634
-375
1510
$143K ﹤0.01%
5,951
+206
1511
$143K ﹤0.01%
5,105
-12
1512
$142K ﹤0.01%
3,063
-272
1513
$142K ﹤0.01%
2,998
+1,098
1514
$142K ﹤0.01%
5,343
-87
1515
$141K ﹤0.01%
13,189
1516
$141K ﹤0.01%
15,936
+38
1517
$141K ﹤0.01%
2,517
-28
1518
$141K ﹤0.01%
5,960
+2,760
1519
$141K ﹤0.01%
11,499
+4,068
1520
$140K ﹤0.01%
2,601
-165
1521
$140K ﹤0.01%
3,651
-453
1522
$140K ﹤0.01%
11,222
+159
1523
$140K ﹤0.01%
1,708
+30
1524
$140K ﹤0.01%
28,328
-23,837
1525
$140K ﹤0.01%
402
-30
59 60
61
62 63