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
2351
$13K ﹤0.01%
519
-55
2352
$13K ﹤0.01%
53
-36
2353
$13K ﹤0.01%
691
+269
2354
$12K ﹤0.01%
244
-45
2355
$12K ﹤0.01%
683
+57
2356
$12K ﹤0.01%
356
-98
2357
$12K ﹤0.01%
169
-159
2358
$12K ﹤0.01%
279
+55
2359
$12K ﹤0.01%
411
2360
$12K ﹤0.01%
+253
2361
$12K ﹤0.01%
773
2362
$12K ﹤0.01%
209
2363
$12K ﹤0.01%
144
-210
2364
$12K ﹤0.01%
860
+235
2365
$12K ﹤0.01%
380
+118
2366
$12K ﹤0.01%
450
-281
2367
$12K ﹤0.01%
476
+73
2368
$12K ﹤0.01%
586
-3,157
2369
$12K ﹤0.01%
146
+71
2370
$12K ﹤0.01%
425
2371
$12K ﹤0.01%
810
2372
$12K ﹤0.01%
382
2373
$12K ﹤0.01%
1,000
2374
$12K ﹤0.01%
7,844
2375
$12K ﹤0.01%
210
93 94
95
96 97