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
1801
$65K ﹤0.01%
3,963
-2,031
1802
$65K ﹤0.01%
4,641
+610
1803
$65K ﹤0.01%
1,803
+155
1804
$65K ﹤0.01%
36,020
+6,847
1805
$65K ﹤0.01%
10,653
+40
1806
$65K ﹤0.01%
2,343
+1,553
1807
$65K ﹤0.01%
2,922
1808
$65K ﹤0.01%
2,191
1809
$64K ﹤0.01%
1,746
-2,071
1810
$64K ﹤0.01%
1,362
1811
$64K ﹤0.01%
230
-19
1812
$63K ﹤0.01%
687
+125
1813
$63K ﹤0.01%
2,922
1814
$63K ﹤0.01%
1,608
-126
1815
$63K ﹤0.01%
4,052
-802
1816
$63K ﹤0.01%
5,000
+1,750
1817
$63K ﹤0.01%
1,164
-240
1818
$63K ﹤0.01%
2,800
1819
$63K ﹤0.01%
17,735
+2,056
1820
$63K ﹤0.01%
1,089
-305
1821
$63K ﹤0.01%
494
+6
1822
$63K ﹤0.01%
2,663
+58
1823
$62K ﹤0.01%
418
1824
$62K ﹤0.01%
1,353
1825
$62K ﹤0.01%
10,014
-38,018
71 72
73
74 75