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
1701
$85K ﹤0.01%
2,026
-202
1702
$84K ﹤0.01%
4,225
+388
1703
$84K ﹤0.01%
7,627
+1,456
1704
$84K ﹤0.01%
1,194
1705
$84K ﹤0.01%
849
+107
1706
$83K ﹤0.01%
417
+1
1707
$82K ﹤0.01%
1,000
1708
$82K ﹤0.01%
1,238
-253
1709
$82K ﹤0.01%
2,309
1710
$82K ﹤0.01%
138
-90
1711
$81K ﹤0.01%
4,035
+1,755
1712
$81K ﹤0.01%
566
+33
1713
$81K ﹤0.01%
16,939
+189
1714
$80K ﹤0.01%
1,197
1715
$80K ﹤0.01%
6,912
+629
1716
$80K ﹤0.01%
5,062
-696
1717
$80K ﹤0.01%
2,727
1718
$80K ﹤0.01%
2,569
1719
$80K ﹤0.01%
298
-131
1720
$80K ﹤0.01%
4,935
1721
$80K ﹤0.01%
1,759
+12
1722
$79K ﹤0.01%
1,632
-203
1723
$79K ﹤0.01%
1,071
+967
1724
$79K ﹤0.01%
5,613
-2,698
1725
$78K ﹤0.01%
994
+59
67 68
69
70 71