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
2151
$23K ﹤0.01%
285
+258
2152
$23K ﹤0.01%
1,145
2153
$23K ﹤0.01%
2,043
-4,600
2154
$23K ﹤0.01%
524
+24
2155
$23K ﹤0.01%
252
-25
2156
$23K ﹤0.01%
+510
2157
$23K ﹤0.01%
600
2158
$23K ﹤0.01%
2,595
2159
$23K ﹤0.01%
3,115
-1,976
2160
$23K ﹤0.01%
796
+124
2161
$23K ﹤0.01%
5,899
-280
2162
$22K ﹤0.01%
1,208
+5
2163
$22K ﹤0.01%
1,010
+910
2164
$22K ﹤0.01%
2,588
-145
2165
$22K ﹤0.01%
990
+259
2166
$22K ﹤0.01%
1,652
+579
2167
$22K ﹤0.01%
290
-309
2168
$22K ﹤0.01%
300
2169
$22K ﹤0.01%
2,695
+156
2170
$22K ﹤0.01%
165
+36
2171
$22K ﹤0.01%
110
+75
2172
$22K ﹤0.01%
394
+150
2173
$22K ﹤0.01%
2,700
2174
$22K ﹤0.01%
4,585
-33,512
2175
$22K ﹤0.01%
1,183
+11
85 86
87
88 89