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
2176
$22K ﹤0.01%
430
-15
2177
$22K ﹤0.01%
500
2178
$22K ﹤0.01%
5,360
2179
$22K ﹤0.01%
899
2180
$22K ﹤0.01%
+808
2181
$22K ﹤0.01%
235
2182
$21K ﹤0.01%
645
2183
$21K ﹤0.01%
1,320
+520
2184
$21K ﹤0.01%
780
+149
2185
$21K ﹤0.01%
2,321
2186
$21K ﹤0.01%
+910
2187
$21K ﹤0.01%
475
2188
$21K ﹤0.01%
1,446
+356
2189
$21K ﹤0.01%
554
-217
2190
$21K ﹤0.01%
498
2191
$21K ﹤0.01%
2,623
-1,078
2192
$21K ﹤0.01%
278
+29
2193
$21K ﹤0.01%
534
+70
2194
$21K ﹤0.01%
856
2195
$21K ﹤0.01%
743
-2,441
2196
$21K ﹤0.01%
515
-849
2197
$21K ﹤0.01%
247
+123
2198
$21K ﹤0.01%
906
-213
2199
$21K ﹤0.01%
292
+132
2200
$21K ﹤0.01%
552
-42
86 87
88
89 90