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
1826
$62K ﹤0.01%
1,544
+1
1827
$62K ﹤0.01%
1,669
-275
1828
$62K ﹤0.01%
9,820
+783
1829
$62K ﹤0.01%
1,473
+891
1830
$62K ﹤0.01%
2,732
-753
1831
$61K ﹤0.01%
2,709
+172
1832
$61K ﹤0.01%
2,854
1833
$61K ﹤0.01%
616
+218
1834
$61K ﹤0.01%
4,848
+1,155
1835
$60K ﹤0.01%
1,309
-16
1836
$60K ﹤0.01%
1,542
-44
1837
$60K ﹤0.01%
1,000
-114
1838
$60K ﹤0.01%
2,645
+146
1839
$60K ﹤0.01%
1,734
-811
1840
$60K ﹤0.01%
1,659
-704
1841
$59K ﹤0.01%
1,420
-9,633
1842
$59K ﹤0.01%
1,174
+447
1843
$59K ﹤0.01%
6,253
1844
$58K ﹤0.01%
17,350
1845
$58K ﹤0.01%
11,255
1846
$58K ﹤0.01%
1,900
1847
$58K ﹤0.01%
2,047
+30
1848
$58K ﹤0.01%
1,507
-2,534
1849
$58K ﹤0.01%
3,356
+300
1850
$57K ﹤0.01%
14,450
+3,858
72 73
74
75 76