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
2051
$31K ﹤0.01%
880
2052
$31K ﹤0.01%
1,250
-1,735
2053
$30K ﹤0.01%
2,421
+406
2054
$30K ﹤0.01%
710
-2,408
2055
$30K ﹤0.01%
2,868
-7,148
2056
$30K ﹤0.01%
900
+652
2057
$30K ﹤0.01%
2,901
-5,983
2058
$30K ﹤0.01%
262
+11
2059
$30K ﹤0.01%
827
+121
2060
$30K ﹤0.01%
+1,238
2061
$30K ﹤0.01%
246
-32
2062
$30K ﹤0.01%
151
-25
2063
$30K ﹤0.01%
1,844
-756
2064
$30K ﹤0.01%
2,313
-125
2065
$30K ﹤0.01%
1,518
-722
2066
$29K ﹤0.01%
1,439
-1,191
2067
$29K ﹤0.01%
625
2068
$29K ﹤0.01%
4,968
-432
2069
$29K ﹤0.01%
747
2070
$28K ﹤0.01%
1,359
+41
2071
$28K ﹤0.01%
2,223
2072
$28K ﹤0.01%
1,345
-86
2073
$28K ﹤0.01%
533
2074
$28K ﹤0.01%
1,160
+20
2075
$28K ﹤0.01%
1,065
+730
81 82
83
84 85