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
2226
$19K ﹤0.01%
1,000
2227
$19K ﹤0.01%
1,194
2228
$19K ﹤0.01%
350
2229
$19K ﹤0.01%
1,383
+1,076
2230
$19K ﹤0.01%
132
-15
2231
$19K ﹤0.01%
2,134
+194
2232
$19K ﹤0.01%
+548
2233
$19K ﹤0.01%
458
2234
$18K ﹤0.01%
105
+10
2235
$18K ﹤0.01%
447
+65
2236
$18K ﹤0.01%
1,361
+580
2237
$18K ﹤0.01%
594
+572
2238
$18K ﹤0.01%
485
+3
2239
$18K ﹤0.01%
1,075
2240
$18K ﹤0.01%
1,880
2241
$18K ﹤0.01%
2,067
-352
2242
$18K ﹤0.01%
532
-5
2243
$18K ﹤0.01%
2,533
2244
$18K ﹤0.01%
774
2245
$17K ﹤0.01%
2,028
-556
2246
$17K ﹤0.01%
200
-375
2247
$17K ﹤0.01%
304
2248
$17K ﹤0.01%
591
+46
2249
$17K ﹤0.01%
1,356
-1,692
2250
$17K ﹤0.01%
1,500
88 89
90
91 92