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
151
$36.7M 0.06%
1,963,875
+907,226
152
$36.7M 0.06%
219,912
+13,363
153
$36.5M 0.06%
608,172
-18,038
154
$36.4M 0.06%
443,966
+34,437
155
$36.3M 0.06%
285,424
+7,211
156
$36.1M 0.06%
759,860
-768,895
157
$34.9M 0.06%
151,360
+1,726
158
$34.6M 0.06%
477,475
+2,893
159
$34.6M 0.06%
62,827
+3,563
160
$34.5M 0.06%
962,503
+282,866
161
$34.3M 0.06%
611,265
+73,748
162
$34M 0.06%
902,447
-54,408
163
$33.8M 0.06%
534,580
-2,574
164
$33.4M 0.06%
717,647
+100,217
165
$33M 0.06%
98,842
+5,167
166
$33M 0.06%
119,868
-5,029
167
$32.6M 0.06%
1,089,165
+54,277
168
$32.3M 0.06%
698,929
+72,835
169
$32.2M 0.06%
832,073
+52,960
170
$31.9M 0.06%
1,708,215
+574,396
171
$31.9M 0.06%
248,020
-163,483
172
$31.7M 0.06%
329,792
+17,277
173
$31.6M 0.06%
197,410
+12,594
174
$31.5M 0.05%
309,922
+29,290
175
$31.1M 0.05%
159,219
+11,053
5 6
7
8 9