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
2201
$21K ﹤0.01%
1,491
2202
$21K ﹤0.01%
1,534
+6
2203
$21K ﹤0.01%
3,097
-522
2204
$21K ﹤0.01%
+4,652
2205
$20K ﹤0.01%
1,154
-471
2206
$20K ﹤0.01%
3,258
+2,291
2207
$20K ﹤0.01%
+1,616
2208
$20K ﹤0.01%
347
-114
2209
$20K ﹤0.01%
3,000
2210
$20K ﹤0.01%
901
2211
$20K ﹤0.01%
732
2212
$20K ﹤0.01%
432
-119
2213
$20K ﹤0.01%
364
+6
2214
$20K ﹤0.01%
1,027
-2,681
2215
$20K ﹤0.01%
3,000
2216
$20K ﹤0.01%
200
2217
$20K ﹤0.01%
700
2218
$20K ﹤0.01%
2,356
+46
2219
$20K ﹤0.01%
259
+115
2220
$20K ﹤0.01%
777
-1,816
2221
$20K ﹤0.01%
+800
2222
$20K ﹤0.01%
646
-50
2223
$19K ﹤0.01%
583
2224
$19K ﹤0.01%
765
-146
2225
$19K ﹤0.01%
2,949
+754
87 88
89
90 91