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
1601
$111K ﹤0.01%
2,316
-25
1602
$111K ﹤0.01%
1,304
-468
1603
$111K ﹤0.01%
1,845
+82
1604
$111K ﹤0.01%
871
+621
1605
$110K ﹤0.01%
2,230
-23
1606
$110K ﹤0.01%
1,932
1607
$110K ﹤0.01%
3,592
-12
1608
$110K ﹤0.01%
3,556
-217
1609
$110K ﹤0.01%
3,519
1610
$109K ﹤0.01%
2,718
-42
1611
$109K ﹤0.01%
9,919
1612
$109K ﹤0.01%
2,100
-576
1613
$109K ﹤0.01%
5,719
+47
1614
$109K ﹤0.01%
1,101
-54
1615
$109K ﹤0.01%
5,088
+4,372
1616
$108K ﹤0.01%
4,299
+1,433
1617
$108K ﹤0.01%
1,638
+27
1618
$108K ﹤0.01%
2,476
-85
1619
$107K ﹤0.01%
10,396
+9,628
1620
$107K ﹤0.01%
2,421
-768
1621
$107K ﹤0.01%
2,674
+56
1622
$106K ﹤0.01%
5,686
+5,577
1623
$106K ﹤0.01%
7,002
+2,283
1624
$106K ﹤0.01%
4,842
+6
1625
$106K ﹤0.01%
4,173
+4,055
63 64
65
66 67