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
1576
$121K ﹤0.01%
18,935
-3,996
1577
$121K ﹤0.01%
3,373
+2,241
1578
$121K ﹤0.01%
2,949
-970
1579
$121K ﹤0.01%
1,661
+68
1580
$121K ﹤0.01%
6,119
-1,086
1581
$121K ﹤0.01%
2,250
1582
$120K ﹤0.01%
7,681
+80
1583
$120K ﹤0.01%
+2,398
1584
$119K ﹤0.01%
21,186
-16,384
1585
$119K ﹤0.01%
3,171
-432
1586
$118K ﹤0.01%
7,020
-6,487
1587
$118K ﹤0.01%
4,840
-162
1588
$116K ﹤0.01%
2,054
+64
1589
$116K ﹤0.01%
1,598
+1,199
1590
$116K ﹤0.01%
3,531
+19
1591
$115K ﹤0.01%
4,382
+310
1592
$114K ﹤0.01%
5,583
+3,776
1593
$113K ﹤0.01%
5,402
-47
1594
$113K ﹤0.01%
2,304
+440
1595
$113K ﹤0.01%
2,473
-24
1596
$112K ﹤0.01%
1,834
+142
1597
$112K ﹤0.01%
1,271
-100
1598
$112K ﹤0.01%
3,460
+427
1599
$112K ﹤0.01%
13,274
+2,044
1600
$112K ﹤0.01%
10,117
62 63
64
65 66