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
$25.9B
AUM Growth
-$3.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,890
New
Increased
Reduced
Closed

Top Buys

1
+$390M
2
+$302M
3
+$195M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$189M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$133M

Top Sells

1
+$142M
2
+$103M
3
+$29.6M
4
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$24.7M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$23.7M

Sector Composition

1 Technology 2.43%
2 Financials 1.55%
3 Healthcare 1.38%
4 Consumer Discretionary 1.21%
5 Communication Services 0.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.4M 0.02%
258,324
-24,524
227
$6.36M 0.02%
87,163
+9,836
228
$6.22M 0.02%
281,757
+260
229
$6.17M 0.02%
68,390
-1,708
230
$6.12M 0.02%
145,200
-192,854
231
$6.09M 0.02%
262,746
-40,317
232
$6.08M 0.02%
241,169
-271,160
233
$6.04M 0.02%
51,281
+45,176
234
$5.9M 0.02%
137,457
-17,879
235
$5.82M 0.02%
202,951
+22,637
236
$5.79M 0.02%
68,726
+48,973
237
$5.76M 0.02%
301,713
+57,900
238
$5.62M 0.02%
89,340
+9,516
239
$5.61M 0.02%
70,276
+4,325
240
$5.53M 0.02%
68,372
-6,991
241
$5.44M 0.02%
122,847
+27,745
242
$5.44M 0.02%
75,373
-1,622
243
$5.39M 0.02%
57,662
+5,950
244
$5.32M 0.02%
30,711
+21,204
245
$5.3M 0.02%
208,961
-179,729
246
$5.27M 0.02%
70,505
+1,679
247
$5.22M 0.02%
54,551
+25,978
248
$5.15M 0.02%
39,240
+2,324
249
$5.13M 0.02%
85,324
-3,340
250
$5.07M 0.02%
35,306
+24,163
8 9
10
11 12