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
1726
$78K ﹤0.01%
2,632
1727
$78K ﹤0.01%
384
+10
1728
$78K ﹤0.01%
2,947
-2,880
1729
$78K ﹤0.01%
1,180
-68
1730
$78K ﹤0.01%
546
-114
1731
$78K ﹤0.01%
+3,769
1732
$78K ﹤0.01%
5,803
+110
1733
$78K ﹤0.01%
18,246
1734
$77K ﹤0.01%
2,700
1735
$77K ﹤0.01%
5,657
1736
$77K ﹤0.01%
1,775
+759
1737
$76K ﹤0.01%
2,899
+1,318
1738
$76K ﹤0.01%
1,674
+457
1739
$76K ﹤0.01%
2,497
+89
1740
$76K ﹤0.01%
2,182
1741
$75K ﹤0.01%
9,861
-4,160
1742
$75K ﹤0.01%
28,443
+8,722
1743
$75K ﹤0.01%
1,470
+215
1744
$75K ﹤0.01%
6,529
+1,221
1745
$75K ﹤0.01%
3,694
+1,580
1746
$75K ﹤0.01%
3,604
+23
1747
$75K ﹤0.01%
2,425
+25
1748
$75K ﹤0.01%
483
+428
1749
$75K ﹤0.01%
12,756
-668
1750
$74K ﹤0.01%
5,238
68 69
70
71 72