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
2351
$13K ﹤0.01%
519
-55
2352
$13K ﹤0.01%
53
-36
2353
$13K ﹤0.01%
691
+269
2354
$12K ﹤0.01%
1,110
+20
2355
$12K ﹤0.01%
382
2356
$12K ﹤0.01%
1,000
2357
$12K ﹤0.01%
7,844
2358
$12K ﹤0.01%
210
2359
$12K ﹤0.01%
1,118
-3,640
2360
$12K ﹤0.01%
+544
2361
$12K ﹤0.01%
683
+57
2362
$12K ﹤0.01%
356
-98
2363
$12K ﹤0.01%
169
-159
2364
$12K ﹤0.01%
279
+55
2365
$12K ﹤0.01%
411
2366
$12K ﹤0.01%
+253
2367
$12K ﹤0.01%
+564
2368
$12K ﹤0.01%
1,834
-935
2369
$12K ﹤0.01%
743
-87,156
2370
$12K ﹤0.01%
244
-45
2371
$12K ﹤0.01%
773
2372
$12K ﹤0.01%
209
2373
$12K ﹤0.01%
144
-210
2374
$12K ﹤0.01%
860
+235
2375
$12K ﹤0.01%
380
+118
93 94
95
96 97