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 2.42%
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
2651
– –
-4,815
2652
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-35
2653
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-4
2654
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-88
2655
$0 ﹤0.01%
+17
2656
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47
2657
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-7
2658
$0 ﹤0.01%
+24
2659
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2660
$0 ﹤0.01%
8
2661
$0 ﹤0.01%
80
2662
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-12
2663
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-40
2664
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-702
2665
– –
-37
2666
$0 ﹤0.01%
11
+9
2667
$0 ﹤0.01%
+3
2668
– –
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2669
$0 ﹤0.01%
+16
2670
– –
-4,600
2671
– –
-2,250
2672
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-153
2673
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-47
2674
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-723
2675
– –
-198
105 106
107
108 109