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
2376
$12K ﹤0.01%
1,118
-3,640
2377
$12K ﹤0.01%
+544
2378
$12K ﹤0.01%
+564
2379
$12K ﹤0.01%
1,834
-935
2380
$12K ﹤0.01%
743
-87,156
2381
$12K ﹤0.01%
1,110
+20
2382
$11K ﹤0.01%
1,674
2383
$11K ﹤0.01%
515
+108
2384
$11K ﹤0.01%
1,063
+500
2385
$11K ﹤0.01%
1,132
2386
$11K ﹤0.01%
344
+54
2387
$11K ﹤0.01%
+1,333
2388
$11K ﹤0.01%
2,351
-8,639
2389
$11K ﹤0.01%
123
+50
2390
$11K ﹤0.01%
500
2391
$11K ﹤0.01%
+930
2392
$11K ﹤0.01%
402
2393
$11K ﹤0.01%
569
-125
2394
$11K ﹤0.01%
1,515
-6,542
2395
$11K ﹤0.01%
1,000
2396
$11K ﹤0.01%
360
2397
$11K ﹤0.01%
272
2398
$11K ﹤0.01%
+555
2399
$11K ﹤0.01%
97
-17
2400
$11K ﹤0.01%
235
+85
94 95
96
97 98