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
1551
$131K ﹤0.01%
8,506
+1,414
1552
$131K ﹤0.01%
4,141
-106
1553
$131K ﹤0.01%
3,317
-11
1554
$130K ﹤0.01%
6,053
+268
1555
$130K ﹤0.01%
1,018
-28
1556
$129K ﹤0.01%
4,422
1557
$129K ﹤0.01%
5,443
+958
1558
$129K ﹤0.01%
804
-103
1559
$129K ﹤0.01%
2,780
1560
$128K ﹤0.01%
3,194
+291
1561
$128K ﹤0.01%
1,579
+357
1562
$127K ﹤0.01%
1,528
+91
1563
$126K ﹤0.01%
1,528
+96
1564
$126K ﹤0.01%
672
+229
1565
$126K ﹤0.01%
2,873
-625
1566
$126K ﹤0.01%
1,458
+1,455
1567
$125K ﹤0.01%
3,025
1568
$125K ﹤0.01%
1,598
-7
1569
$125K ﹤0.01%
7,389
-2,518
1570
$124K ﹤0.01%
7,328
-9,842
1571
$124K ﹤0.01%
1,575
+155
1572
$123K ﹤0.01%
3,418
1573
$123K ﹤0.01%
1,906
-434
1574
$122K ﹤0.01%
2,825
+1,379
1575
$121K ﹤0.01%
6,168
+2,647
61 62
63
64 65