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
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%
138
+76
2433
$9K ﹤0.01%
300
-5
2434
$9K ﹤0.01%
+413
2435
$9K ﹤0.01%
+413
2436
$9K ﹤0.01%
135
-28
2437
$9K ﹤0.01%
170
2438
$9K ﹤0.01%
691
+201
2439
$9K ﹤0.01%
410
2440
$9K ﹤0.01%
280
+248
2441
$9K ﹤0.01%
500
2442
$9K ﹤0.01%
700
2443
$9K ﹤0.01%
224
-259
2444
$9K ﹤0.01%
155
+72
2445
$9K ﹤0.01%
2,035
2446
$9K ﹤0.01%
1,000
-890
2447
$9K ﹤0.01%
114
2448
$9K ﹤0.01%
+207
2449
$9K ﹤0.01%
249
-104
2450
$9K ﹤0.01%
+300
96 97
98
99 100