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
1851
$57K ﹤0.01%
2,084
-791
1852
$57K ﹤0.01%
841
+83
1853
$57K ﹤0.01%
631
1854
$57K ﹤0.01%
666
+238
1855
$57K ﹤0.01%
883
-120
1856
$57K ﹤0.01%
1,014
-390
1857
$57K ﹤0.01%
1,723
1858
$57K ﹤0.01%
3,000
1859
$56K ﹤0.01%
1,725
+250
1860
$56K ﹤0.01%
850
1861
$56K ﹤0.01%
885
-467
1862
$56K ﹤0.01%
2,828
-79
1863
$56K ﹤0.01%
563
-68
1864
$56K ﹤0.01%
14,679
+3,004
1865
$56K ﹤0.01%
4,757
1866
$56K ﹤0.01%
321
-117
1867
$56K ﹤0.01%
1,579
-35
1868
$55K ﹤0.01%
1,577
+364
1869
$55K ﹤0.01%
798
-9
1870
$55K ﹤0.01%
6,625
+3,026
1871
$55K ﹤0.01%
+1,422
1872
$55K ﹤0.01%
6,383
-7,926
1873
$55K ﹤0.01%
1,165
+639
1874
$55K ﹤0.01%
1,036
+8
1875
$55K ﹤0.01%
3,541
-145
73 74
75
76 77