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
1926
$47K ﹤0.01%
380
1927
$47K ﹤0.01%
2,016
+64
1928
$46K ﹤0.01%
24,820
1929
$46K ﹤0.01%
1,552
+100
1930
$46K ﹤0.01%
823
+436
1931
$46K ﹤0.01%
1,252
1932
$46K ﹤0.01%
382
+13
1933
$46K ﹤0.01%
2,000
1934
$45K ﹤0.01%
7,731
+242
1935
$45K ﹤0.01%
927
-124
1936
$45K ﹤0.01%
5,691
-118
1937
$45K ﹤0.01%
3,753
-543
1938
$45K ﹤0.01%
1,554
+402
1939
$45K ﹤0.01%
1,884
-477
1940
$45K ﹤0.01%
539
+176
1941
$45K ﹤0.01%
362
1942
$44K ﹤0.01%
3,044
-1,237
1943
$44K ﹤0.01%
1,980
-92
1944
$44K ﹤0.01%
2,884
+92
1945
$44K ﹤0.01%
1,319
-370
1946
$44K ﹤0.01%
1,260
-4,172
1947
$44K ﹤0.01%
3,481
+1,831
1948
$44K ﹤0.01%
2,318
+2,300
1949
$44K ﹤0.01%
132
-64
1950
$44K ﹤0.01%
2,423
-275
76 77
78
79 80