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
1651
$95K ﹤0.01%
1,536
1652
$95K ﹤0.01%
3,372
-1,243
1653
$95K ﹤0.01%
2,440
+924
1654
$94K ﹤0.01%
1,929
-1,934
1655
$94K ﹤0.01%
9,041
-377
1656
$94K ﹤0.01%
1,543
+9
1657
$94K ﹤0.01%
566
-180
1658
$94K ﹤0.01%
2,368
-8,329
1659
$94K ﹤0.01%
1,150
+701
1660
$93K ﹤0.01%
5,845
-5,846
1661
$93K ﹤0.01%
3,252
-364
1662
$93K ﹤0.01%
+1,709
1663
$92K ﹤0.01%
822
+162
1664
$92K ﹤0.01%
13,728
-477
1665
$92K ﹤0.01%
652
-165
1666
$92K ﹤0.01%
3,106
+488
1667
$92K ﹤0.01%
935
-14
1668
$92K ﹤0.01%
2,179
-184
1669
$92K ﹤0.01%
3,486
+492
1670
$91K ﹤0.01%
1,193
1671
$91K ﹤0.01%
6,191
+326
1672
$91K ﹤0.01%
3,975
-70
1673
$91K ﹤0.01%
3,056
+2,358
1674
$91K ﹤0.01%
8,522
1675
$91K ﹤0.01%
12,791
-506
65 66
67
68 69