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
2376
$12K ﹤0.01%
450
-281
2377
$12K ﹤0.01%
476
+73
2378
$12K ﹤0.01%
586
-3,157
2379
$12K ﹤0.01%
146
+71
2380
$12K ﹤0.01%
425
2381
$12K ﹤0.01%
810
2382
$11K ﹤0.01%
3,725
2383
$11K ﹤0.01%
1,000
2384
$11K ﹤0.01%
360
2385
$11K ﹤0.01%
272
2386
$11K ﹤0.01%
+555
2387
$11K ﹤0.01%
97
-17
2388
$11K ﹤0.01%
235
+85
2389
$11K ﹤0.01%
+195
2390
$11K ﹤0.01%
+1,126
2391
$11K ﹤0.01%
1,674
2392
$11K ﹤0.01%
515
+108
2393
$11K ﹤0.01%
1,063
+500
2394
$11K ﹤0.01%
1,132
2395
$11K ﹤0.01%
344
+54
2396
$11K ﹤0.01%
+1,333
2397
$11K ﹤0.01%
2,351
-8,639
2398
$11K ﹤0.01%
123
+50
2399
$11K ﹤0.01%
500
2400
$11K ﹤0.01%
+930
94 95
96
97 98