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
2401
$11K ﹤0.01%
402
2402
$11K ﹤0.01%
400
2403
$11K ﹤0.01%
128
-100
2404
$11K ﹤0.01%
1,413
2405
$11K ﹤0.01%
309
2406
$11K ﹤0.01%
750
+700
2407
$11K ﹤0.01%
263
2408
$11K ﹤0.01%
569
-125
2409
$11K ﹤0.01%
1,515
-6,542
2410
$11K ﹤0.01%
+1,391
2411
$11K ﹤0.01%
192
+101
2412
$10K ﹤0.01%
174
-666
2413
$10K ﹤0.01%
294
2414
$10K ﹤0.01%
973
2415
$10K ﹤0.01%
+402
2416
$10K ﹤0.01%
393
+50
2417
$10K ﹤0.01%
116
2418
$10K ﹤0.01%
264
-73
2419
$10K ﹤0.01%
308
-714
2420
$10K ﹤0.01%
469
2421
$10K ﹤0.01%
760
2422
$10K ﹤0.01%
260
2423
$10K ﹤0.01%
175
+85
2424
$10K ﹤0.01%
219
-30
2425
$10K ﹤0.01%
97
95 96
97
98 99