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
1976
$40K ﹤0.01%
7,275
1977
$40K ﹤0.01%
1,081
-65
1978
$40K ﹤0.01%
1,506
+14
1979
$40K ﹤0.01%
595
-5,910
1980
$39K ﹤0.01%
3,546
1981
$39K ﹤0.01%
3,820
-1,451
1982
$39K ﹤0.01%
1,061
+27
1983
$39K ﹤0.01%
2,620
-612
1984
$39K ﹤0.01%
2,402
-1,748
1985
$39K ﹤0.01%
4,061
1986
$39K ﹤0.01%
1,159
+792
1987
$39K ﹤0.01%
1,365
+280
1988
$38K ﹤0.01%
1,199
+769
1989
$38K ﹤0.01%
692
1990
$38K ﹤0.01%
7,279
1991
$38K ﹤0.01%
1,000
-100
1992
$38K ﹤0.01%
3,450
1993
$38K ﹤0.01%
167
+8
1994
$38K ﹤0.01%
1,935
1995
$38K ﹤0.01%
839
-925
1996
$38K ﹤0.01%
588
+349
1997
$38K ﹤0.01%
13,560
-15
1998
$37K ﹤0.01%
257
+85
1999
$37K ﹤0.01%
3,922
2000
$37K ﹤0.01%
127
+81
78 79
80
81 82