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
1876
$55K ﹤0.01%
1,933
-28,114
1877
$55K ﹤0.01%
2,245
+836
1878
$54K ﹤0.01%
4,135
+35
1879
$54K ﹤0.01%
5,729
-2,661
1880
$54K ﹤0.01%
616
+10
1881
$54K ﹤0.01%
1,191
+77
1882
$53K ﹤0.01%
5,181
+1,420
1883
$53K ﹤0.01%
+2,385
1884
$53K ﹤0.01%
1,711
+1,068
1885
$53K ﹤0.01%
339
+178
1886
$53K ﹤0.01%
4,125
+25
1887
$53K ﹤0.01%
4,389
+842
1888
$53K ﹤0.01%
2,403
-336
1889
$52K ﹤0.01%
+2,289
1890
$52K ﹤0.01%
575
+346
1891
$52K ﹤0.01%
3,715
+668
1892
$52K ﹤0.01%
2,272
1893
$52K ﹤0.01%
2,561
-431
1894
$52K ﹤0.01%
1,100
1895
$52K ﹤0.01%
1,229
-30
1896
$52K ﹤0.01%
1,000
1897
$51K ﹤0.01%
2,440
+465
1898
$51K ﹤0.01%
+1,948
1899
$50K ﹤0.01%
3,068
-4
1900
$50K ﹤0.01%
1,530
-597
74 75
76
77 78