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
1776
$69K ﹤0.01%
2,520
1777
$69K ﹤0.01%
3,791
+20
1778
$69K ﹤0.01%
167
-12
1779
$69K ﹤0.01%
2,169
1780
$69K ﹤0.01%
3,162
-712
1781
$68K ﹤0.01%
9,238
+406
1782
$68K ﹤0.01%
1,536
-25
1783
$68K ﹤0.01%
4,763
+66
1784
$68K ﹤0.01%
1,055
+265
1785
$68K ﹤0.01%
2,796
-78
1786
$68K ﹤0.01%
1,598
1787
$68K ﹤0.01%
3,257
+2,957
1788
$68K ﹤0.01%
2,396
-28
1789
$67K ﹤0.01%
2,214
-120
1790
$67K ﹤0.01%
4,299
1791
$67K ﹤0.01%
2,111
+54
1792
$67K ﹤0.01%
538
-10
1793
$67K ﹤0.01%
8,980
-100
1794
$66K ﹤0.01%
2,380
+180
1795
$66K ﹤0.01%
56
1796
$66K ﹤0.01%
2,032
+2,016
1797
$66K ﹤0.01%
1,704
-20
1798
$66K ﹤0.01%
1,909
1799
$66K ﹤0.01%
3,672
1800
$65K ﹤0.01%
710
+248
70 71
72
73 74