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
1751
$74K ﹤0.01%
529
-472
1752
$74K ﹤0.01%
597
-12
1753
$74K ﹤0.01%
2,880
-113
1754
$74K ﹤0.01%
1,285
+893
1755
$73K ﹤0.01%
1,453
1756
$73K ﹤0.01%
785
-2,839
1757
$73K ﹤0.01%
2,136
-859
1758
$73K ﹤0.01%
1,154
+201
1759
$73K ﹤0.01%
1,450
1760
$72K ﹤0.01%
696
-1,589
1761
$72K ﹤0.01%
851
+89
1762
$72K ﹤0.01%
4,938
+260
1763
$72K ﹤0.01%
817
-54
1764
$72K ﹤0.01%
476
+122
1765
$71K ﹤0.01%
7,412
1766
$71K ﹤0.01%
1,099
+232
1767
$71K ﹤0.01%
6,790
-805
1768
$71K ﹤0.01%
6,754
1769
$71K ﹤0.01%
1,176
-500
1770
$71K ﹤0.01%
2,273
+22
1771
$70K ﹤0.01%
9,815
+2,915
1772
$70K ﹤0.01%
2,426
+231
1773
$70K ﹤0.01%
2,990
-5,451
1774
$70K ﹤0.01%
2,100
-1,215
1775
$70K ﹤0.01%
397
+3
69 70
71
72 73