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

Top Buys

1
+$465M
2
+$358M
3
+$232M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$230M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$168M

Top Sells

1
+$141M
2
+$124M
3
+$29.2M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$29.2M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$24.7M

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
2676
$0 ﹤0.01%
50
2677
$0 ﹤0.01%
10
-54
2678
– –
-333
2679
$0 ﹤0.01%
22
-1,378
2680
– –
-14,371
2681
$0 ﹤0.01%
+11
2682
$0 ﹤0.01%
+29
2683
– –
-121
2684
$0 ﹤0.01%
+30
2685
$0 ﹤0.01%
+4
2686
$0 ﹤0.01%
10
2687
– –
-4,815
2688
– –
-35
2689
– –
-37
2690
$0 ﹤0.01%
11
+9
2691
$0 ﹤0.01%
+3
2692
– –
-46
2693
$0 ﹤0.01%
+16
2694
– –
-4,600
2695
– –
-2,250
2696
– –
-153
2697
– –
-47
2698
– –
-723
2699
– –
-198
2700
$0 ﹤0.01%
2
-2
106 107
108
109 110