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
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%
+333
2461
$8K ﹤0.01%
400
2462
$8K ﹤0.01%
978
+111
2463
$8K ﹤0.01%
165
-7,455
2464
$8K ﹤0.01%
126
-401
2465
$8K ﹤0.01%
500
2466
$8K ﹤0.01%
239
+142
2467
$8K ﹤0.01%
647
-36
2468
$8K ﹤0.01%
196
2469
$8K ﹤0.01%
130
-19
2470
$8K ﹤0.01%
143
2471
$8K ﹤0.01%
860
2472
$8K ﹤0.01%
638
+400
2473
$8K ﹤0.01%
505
+216
2474
$8K ﹤0.01%
1,405
-700
2475
$8K ﹤0.01%
+709
97 98
99
100 101