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
1951
$44K ﹤0.01%
795
+50
1952
$44K ﹤0.01%
1,255
+752
1953
$43K ﹤0.01%
4,262
1954
$43K ﹤0.01%
1,408
-69
1955
$43K ﹤0.01%
6,671
1956
$43K ﹤0.01%
6,749
1957
$43K ﹤0.01%
3,671
+800
1958
$42K ﹤0.01%
5,044
1959
$42K ﹤0.01%
639
1960
$42K ﹤0.01%
972
-151
1961
$42K ﹤0.01%
382
+33
1962
$42K ﹤0.01%
3,140
+43
1963
$42K ﹤0.01%
145
1964
$42K ﹤0.01%
2,247
1965
$41K ﹤0.01%
2,532
+125
1966
$41K ﹤0.01%
1,885
+1,729
1967
$41K ﹤0.01%
1,571
-160
1968
$41K ﹤0.01%
596
-113
1969
$41K ﹤0.01%
4,775
1970
$41K ﹤0.01%
1,671
+306
1971
$41K ﹤0.01%
13,347
+6,291
1972
$41K ﹤0.01%
797
-66
1973
$40K ﹤0.01%
2,508
+1,374
1974
$40K ﹤0.01%
1,581
+325
1975
$40K ﹤0.01%
1,930
-4,051
77 78
79
80 81