Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Portfolio holdings

AUM $137B
1-Year Est. Return 11.46%
This Quarter Est. Return
1 Year Est. Return
+11.46%
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
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
1
$9.54B 16.64%
26,600,017
+1,179,284
2
$3.85B 6.72%
53,986,141
+891,641
3
$2.82B 4.91%
200,209,440
+14,583,974
4
$2.7B 4.71%
61,522,990
+3,404,680
5
$2.33B 4.06%
26,684,816
-652
6
$1.98B 3.46%
5,546,395
+233,453
7
$1.89B 3.3%
51,849,918
+3,621,945
8
$1.41B 2.46%
44,760,426
+1,489,352
9
$1.37B 2.39%
42,862,088
+3,157,929
10
$1.36B 2.38%
18,373,191
-352,870
11
$1.28B 2.23%
24,234,856
+2,744,857
12
$1.28B 2.22%
15,576,759
+435,927
13
$1.26B 2.19%
34,533,674
+1,491,266
14
$827M 1.44%
17,182,431
-166,498
15
$796M 1.39%
2,979,307
+72,838
16
$776M 1.35%
10,929,229
+22,735
17
$727M 1.27%
3,864,952
+132,262
18
$621M 1.08%
14,440,216
+955,430
19
$512M 0.89%
6,383,551
+252,217
20
$477M 0.83%
10,715,512
+227,725
21
$466M 0.81%
4,547,156
+23,616
22
$449M 0.78%
3,247,034
+95,290
23
$428M 0.75%
19,336,956
+3,022,653
24
$405M 0.71%
3,276,785
+644,608
25
$393M 0.69%
2,404,711
+156,861
1
2 3 4 5