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
2476
$1K ﹤0.01%
+10
2477
$1K ﹤0.01%
+651
2478
$1K ﹤0.01%
+80
2479
$1K ﹤0.01%
139
2480
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2,000
2481
– –
-615
2482
– –
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2483
$0 ﹤0.01%
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2484
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2485
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+35
2486
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20
2487
$0 ﹤0.01%
1,531
+1,290
2488
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2489
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-1
2490
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-2,301
2491
$0 ﹤0.01%
60
-7
2492
$0 ﹤0.01%
+26
2493
$0 ﹤0.01%
+10
2494
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2495
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2496
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0
2497
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-2
2498
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-80
2499
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-2
2500
$0 ﹤0.01%
32
+22
98 99
100
101 102