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
2326
$14K ﹤0.01%
405
2327
$14K ﹤0.01%
645
-21
2328
$14K ﹤0.01%
1,237
+70
2329
$14K ﹤0.01%
1,250
2330
$13K ﹤0.01%
1,565
-2,390
2331
$13K ﹤0.01%
660
2332
$13K ﹤0.01%
174
+142
2333
$13K ﹤0.01%
340
+165
2334
$13K ﹤0.01%
376
+276
2335
$13K ﹤0.01%
82
-10
2336
$13K ﹤0.01%
319
-193
2337
$13K ﹤0.01%
1,091
-638
2338
$13K ﹤0.01%
562
+533
2339
$13K ﹤0.01%
678
+1
2340
$13K ﹤0.01%
445
2341
$13K ﹤0.01%
+191
2342
$13K ﹤0.01%
800
2343
$13K ﹤0.01%
1,237
-1,673
2344
$13K ﹤0.01%
1,025
2345
$13K ﹤0.01%
209
-655
2346
$13K ﹤0.01%
527
-53
2347
$13K ﹤0.01%
500
2348
$13K ﹤0.01%
3,509
+743
2349
$13K ﹤0.01%
10
2350
$13K ﹤0.01%
500
92 93
94
95 96