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
176
$31M 0.05%
1,114,211
+192,469
177
$30.6M 0.05%
298,953
-33,054
178
$30.4M 0.05%
1,487,277
+748,113
179
$29.5M 0.05%
326,231
+24,508
180
$29.3M 0.05%
339,875
+19,772
181
$29.2M 0.05%
675,486
-4,962
182
$28.8M 0.05%
461,928
+456,134
183
$28.5M 0.05%
124,026
+7,760
184
$27.6M 0.05%
295,338
-37,560
185
$27.4M 0.05%
12,794
+5,354
186
$27.4M 0.05%
184,320
-5,081
187
$27.3M 0.05%
542,362
+507,016
188
$27.2M 0.05%
201,352
+10,137
189
$27.1M 0.05%
1,015,451
+43,393
190
$26.9M 0.05%
156,406
+10,825
191
$26.5M 0.05%
81,947
+1,191
192
$26.1M 0.05%
713,300
+28,040
193
$25.9M 0.05%
125,490
-6,322
194
$25.9M 0.05%
869,880
+6,120
195
$25.9M 0.05%
192,739
+16,259
196
$25.8M 0.05%
347,171
+7,203
197
$25.7M 0.04%
87,714
+11,357
198
$25.2M 0.04%
187,921
-7,305
199
$24.6M 0.04%
215,216
+125,567
200
$24.5M 0.04%
897,067
+645,597
6 7
8
9 10