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
2101
$26K ﹤0.01%
+1,725
2102
$26K ﹤0.01%
210
2103
$26K ﹤0.01%
830
+53
2104
$26K ﹤0.01%
3,178
-2,579
2105
$25K ﹤0.01%
402
+5
2106
$25K ﹤0.01%
266
-800
2107
$25K ﹤0.01%
700
2108
$25K ﹤0.01%
518
+492
2109
$25K ﹤0.01%
5,654
-25,434
2110
$25K ﹤0.01%
1,635
-748
2111
$25K ﹤0.01%
340
2112
$25K ﹤0.01%
2,469
+1,519
2113
$25K ﹤0.01%
775
2114
$25K ﹤0.01%
984
+56
2115
$25K ﹤0.01%
1,368
+27
2116
$25K ﹤0.01%
120
2117
$25K ﹤0.01%
527
-119
2118
$25K ﹤0.01%
812
+197
2119
$25K ﹤0.01%
3,375
+50
2120
$25K ﹤0.01%
822
2121
$25K ﹤0.01%
376
2122
$25K ﹤0.01%
592
+162
2123
$24K ﹤0.01%
2,869
+2,005
2124
$24K ﹤0.01%
238
-32
2125
$24K ﹤0.01%
4,824
+86
83 84
85
86 87