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
1626
$105K ﹤0.01%
7,000
+2,000
1627
$105K ﹤0.01%
10,424
+10,130
1628
$104K ﹤0.01%
9,523
+3,726
1629
$104K ﹤0.01%
3,219
-1
1630
$104K ﹤0.01%
1,866
+299
1631
$103K ﹤0.01%
14,795
-190
1632
$102K ﹤0.01%
5,500
1633
$102K ﹤0.01%
+1,507
1634
$102K ﹤0.01%
2,071
-250
1635
$102K ﹤0.01%
+17,582
1636
$101K ﹤0.01%
867
+113
1637
$101K ﹤0.01%
5,585
+5,085
1638
$101K ﹤0.01%
2,414
+2,001
1639
$101K ﹤0.01%
1,708
-20
1640
$99K ﹤0.01%
11,196
+22
1641
$99K ﹤0.01%
4,701
-1,072
1642
$98K ﹤0.01%
1,025
+88
1643
$98K ﹤0.01%
1,728
+1,414
1644
$98K ﹤0.01%
117
-1
1645
$97K ﹤0.01%
1,953
+1,937
1646
$96K ﹤0.01%
1,816
-108
1647
$96K ﹤0.01%
4,398
-119
1648
$96K ﹤0.01%
1,000
+943
1649
$95K ﹤0.01%
1,897
-732
1650
$95K ﹤0.01%
4,049
-40
64 65
66
67 68