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
1526
$140K ﹤0.01%
25,308
-282
1527
$140K ﹤0.01%
5,623
-784
1528
$139K ﹤0.01%
8,442
+781
1529
$139K ﹤0.01%
43,015
-3,787
1530
$139K ﹤0.01%
8,910
+4
1531
$138K ﹤0.01%
3,434
-42,812
1532
$137K ﹤0.01%
+7,121
1533
$137K ﹤0.01%
4,849
-155
1534
$136K ﹤0.01%
2,415
-180
1535
$136K ﹤0.01%
2,853
-446
1536
$136K ﹤0.01%
15,909
+36
1537
$135K ﹤0.01%
11,852
-185
1538
$135K ﹤0.01%
+1,700
1539
$135K ﹤0.01%
11,315
+49
1540
$134K ﹤0.01%
8,705
+3,649
1541
$134K ﹤0.01%
+3,937
1542
$134K ﹤0.01%
1,340
-8
1543
$134K ﹤0.01%
17,128
+3,260
1544
$134K ﹤0.01%
3,934
-80
1545
$134K ﹤0.01%
24,934
+2,136
1546
$134K ﹤0.01%
3,107
+225
1547
$133K ﹤0.01%
412
-479
1548
$132K ﹤0.01%
35,656
-3,548
1549
$132K ﹤0.01%
2,934
-210
1550
$131K ﹤0.01%
3,557
-44,563
60 61
62
63 64