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
2076
$28K ﹤0.01%
620
+2
2077
$28K ﹤0.01%
641
2078
$28K ﹤0.01%
504
2079
$28K ﹤0.01%
1,601
-3,327
2080
$28K ﹤0.01%
656
+403
2081
$28K ﹤0.01%
1,481
+679
2082
$28K ﹤0.01%
1,038
2083
$28K ﹤0.01%
4,322
+180
2084
$28K ﹤0.01%
+862
2085
$28K ﹤0.01%
932
+128
2086
$27K ﹤0.01%
400
2087
$27K ﹤0.01%
4,213
-2,107
2088
$27K ﹤0.01%
1,292
-2,184
2089
$27K ﹤0.01%
222
-50
2090
$27K ﹤0.01%
1,549
+34
2091
$27K ﹤0.01%
4,300
2092
$27K ﹤0.01%
2,122
2093
$27K ﹤0.01%
131
-25
2094
$26K ﹤0.01%
646
2095
$26K ﹤0.01%
505
-333
2096
$26K ﹤0.01%
1,903
+366
2097
$26K ﹤0.01%
8,551
2098
$26K ﹤0.01%
1,704
-166
2099
$26K ﹤0.01%
1,110
-211
2100
$26K ﹤0.01%
110
-167
82 83
84
85 86