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
2451
$9K ﹤0.01%
290
-17
2452
$9K ﹤0.01%
287
-645
2453
$9K ﹤0.01%
+25
2454
$9K ﹤0.01%
63
-18
2455
$9K ﹤0.01%
+325
2456
$9K ﹤0.01%
1,373
-3,115
2457
$9K ﹤0.01%
353
2458
$9K ﹤0.01%
+160
2459
$9K ﹤0.01%
7,618
2460
$8K ﹤0.01%
+1,000
2461
$8K ﹤0.01%
400
2462
$8K ﹤0.01%
1,450
2463
$8K ﹤0.01%
309
+11
2464
$8K ﹤0.01%
+191
2465
$8K ﹤0.01%
+333
2466
$8K ﹤0.01%
400
2467
$8K ﹤0.01%
978
+111
2468
$8K ﹤0.01%
165
-7,455
2469
$8K ﹤0.01%
126
-401
2470
$8K ﹤0.01%
500
2471
$8K ﹤0.01%
239
+142
2472
$8K ﹤0.01%
647
-36
2473
$8K ﹤0.01%
196
2474
$8K ﹤0.01%
130
-19
2475
$8K ﹤0.01%
143
97 98
99
100 101