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
2276
$16K ﹤0.01%
778
-97
2277
$16K ﹤0.01%
800
2278
$16K ﹤0.01%
1,097
-110
2279
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200
2280
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610
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2281
$16K ﹤0.01%
1,652
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2282
$16K ﹤0.01%
566
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2283
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307
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2284
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300
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2285
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22
2286
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2287
$16K ﹤0.01%
6,650
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2288
$16K ﹤0.01%
2,616
2289
$16K ﹤0.01%
910
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2290
$15K ﹤0.01%
1,697
2291
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2293
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2294
$15K ﹤0.01%
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2295
$15K ﹤0.01%
200
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2296
$15K ﹤0.01%
375
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2297
$15K ﹤0.01%
572
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2298
$15K ﹤0.01%
9,299
2299
$15K ﹤0.01%
660
-28
2300
$15K ﹤0.01%
2,894
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92
93 94