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
1676
$90K ﹤0.01%
678
+18
1677
$90K ﹤0.01%
9,735
1678
$90K ﹤0.01%
1,564
1679
$90K ﹤0.01%
1,506
+8
1680
$90K ﹤0.01%
+14,891
1681
$90K ﹤0.01%
8,223
+6
1682
$90K ﹤0.01%
666
-49
1683
$90K ﹤0.01%
2,034
+149
1684
$89K ﹤0.01%
5,344
+484
1685
$89K ﹤0.01%
+2,128
1686
$89K ﹤0.01%
2,375
1687
$88K ﹤0.01%
1,991
+26
1688
$88K ﹤0.01%
634
-153
1689
$88K ﹤0.01%
2,333
-9,896
1690
$87K ﹤0.01%
2,476
+349
1691
$87K ﹤0.01%
672
1692
$87K ﹤0.01%
1,381
+1,286
1693
$87K ﹤0.01%
7,788
+76
1694
$86K ﹤0.01%
5,701
1695
$86K ﹤0.01%
1,658
-11
1696
$86K ﹤0.01%
7,124
1697
$86K ﹤0.01%
1,788
-21
1698
$85K ﹤0.01%
+40,095
1699
$85K ﹤0.01%
1,303
+45
1700
$85K ﹤0.01%
20,745
-207
66 67
68
69 70