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
2126
$24K ﹤0.01%
955
+865
2127
$24K ﹤0.01%
2,119
2128
$24K ﹤0.01%
661
-283
2129
$24K ﹤0.01%
142
2130
$24K ﹤0.01%
268
2131
$24K ﹤0.01%
441
2132
$24K ﹤0.01%
319
+19
2133
$24K ﹤0.01%
1,269
-157
2134
$24K ﹤0.01%
865
+86
2135
$24K ﹤0.01%
1,271
2136
$24K ﹤0.01%
2,000
2137
$24K ﹤0.01%
1,600
2138
$24K ﹤0.01%
3,900
-8,300
2139
$24K ﹤0.01%
+200
2140
$24K ﹤0.01%
2,697
2141
$24K ﹤0.01%
3,256
+40
2142
$23K ﹤0.01%
566
+344
2143
$23K ﹤0.01%
4,817
-33,202
2144
$23K ﹤0.01%
2,696
+500
2145
$23K ﹤0.01%
2,206
2146
$23K ﹤0.01%
2,628
2147
$23K ﹤0.01%
1,326
+76
2148
$23K ﹤0.01%
1,475
2149
$23K ﹤0.01%
559
-100
2150
$23K ﹤0.01%
601
84 85
86
87 88