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
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%
292
-35
2311
$14K ﹤0.01%
1,100
-1,455
2312
$14K ﹤0.01%
+447
2313
$14K ﹤0.01%
650
-3,555
2314
$14K ﹤0.01%
+462
2315
$14K ﹤0.01%
+391
2316
$14K ﹤0.01%
388
+88
2317
$14K ﹤0.01%
163
+95
2318
$14K ﹤0.01%
400
2319
$14K ﹤0.01%
785
+10
2320
$14K ﹤0.01%
144
-86
2321
$14K ﹤0.01%
1,160
2322
$14K ﹤0.01%
5,993
-348
2323
$14K ﹤0.01%
291
+100
2324
$14K ﹤0.01%
2,125
2325
$14K ﹤0.01%
709
+32
91 92
93
94 95