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
2251
$17K ﹤0.01%
100
2252
$17K ﹤0.01%
75
-37
2253
$17K ﹤0.01%
2,565
2254
$17K ﹤0.01%
+62
2255
$17K ﹤0.01%
6,500
2256
$17K ﹤0.01%
119
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2257
$17K ﹤0.01%
900
2258
$17K ﹤0.01%
1,000
-1
2259
$17K ﹤0.01%
1,590
2260
$17K ﹤0.01%
500
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2261
$17K ﹤0.01%
267
2262
$16K ﹤0.01%
354
-37
2263
$16K ﹤0.01%
600
2264
$16K ﹤0.01%
168
2265
$16K ﹤0.01%
38
2266
$16K ﹤0.01%
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-3,811
2267
$16K ﹤0.01%
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2268
$16K ﹤0.01%
3,086
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2269
$16K ﹤0.01%
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2270
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302
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2271
$16K ﹤0.01%
1,000
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2272
$16K ﹤0.01%
3,275
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2273
$16K ﹤0.01%
644
2274
$16K ﹤0.01%
79
-14
2275
$16K ﹤0.01%
4,000
89 90
91
92 93