Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $158B
1-Year Est. Return 15.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.99%
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
+$471M
2
+$229M
3
+$165M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$147M

Top Sells

1
+$43.6M
2
+$40.7M
3
+$32.4M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$32.2M
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$30M

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
2301
$15K ﹤0.01%
500
2302
$15K ﹤0.01%
500
2303
$15K ﹤0.01%
819
-957
2304
$15K ﹤0.01%
204
+2
2305
$15K ﹤0.01%
1,288
+500
2306
$15K ﹤0.01%
2,004
2307
$15K ﹤0.01%
120
+97
2308
$15K ﹤0.01%
218
-16
2309
$15K ﹤0.01%
2,000
-10,760
2310
$14K ﹤0.01%
291
+100
2311
$14K ﹤0.01%
2,125
2312
$14K ﹤0.01%
709
+32
2313
$14K ﹤0.01%
405
2314
$14K ﹤0.01%
645
-21
2315
$14K ﹤0.01%
1,237
+70
2316
$14K ﹤0.01%
1,250
2317
$14K ﹤0.01%
292
-35
2318
$14K ﹤0.01%
1,100
-1,455
2319
$14K ﹤0.01%
+447
2320
$14K ﹤0.01%
650
-3,555
2321
$14K ﹤0.01%
+462
2322
$14K ﹤0.01%
+391
2323
$14K ﹤0.01%
388
+88
2324
$14K ﹤0.01%
163
+95
2325
$14K ﹤0.01%
400
91 92
93
94 95