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
2426
$10K ﹤0.01%
490
+390
2427
$10K ﹤0.01%
603
+15
2428
$10K ﹤0.01%
+1,575
2429
$10K ﹤0.01%
545
-540
2430
$10K ﹤0.01%
155
+135
2431
$10K ﹤0.01%
453
-48
2432
$9K ﹤0.01%
224
-259
2433
$9K ﹤0.01%
155
+72
2434
$9K ﹤0.01%
2,035
2435
$9K ﹤0.01%
1,000
-890
2436
$9K ﹤0.01%
114
2437
$9K ﹤0.01%
+207
2438
$9K ﹤0.01%
300
-5
2439
$9K ﹤0.01%
+413
2440
$9K ﹤0.01%
+413
2441
$9K ﹤0.01%
135
-28
2442
$9K ﹤0.01%
170
2443
$9K ﹤0.01%
138
+76
2444
$9K ﹤0.01%
691
+201
2445
$9K ﹤0.01%
410
2446
$9K ﹤0.01%
280
+248
2447
$9K ﹤0.01%
500
2448
$9K ﹤0.01%
700
2449
$9K ﹤0.01%
249
-104
2450
$9K ﹤0.01%
+300
96 97
98
99 100