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
251
$5.01M 0.02%
116,667
-435
252
$4.97M 0.02%
102,875
-23,861
253
$4.97M 0.02%
34,030
+52
254
$4.75M 0.02%
351,122
-10,866
255
$4.74M 0.02%
82,129
+30,143
256
$4.66M 0.02%
182,694
-76,283
257
$4.61M 0.02%
34,867
+16,490
258
$4.56M 0.02%
58,305
-4,836
259
$4.49M 0.02%
198,497
+10,807
260
$4.46M 0.02%
89,053
+24,817
261
$4.39M 0.02%
366,809
+12,957
262
$4.39M 0.02%
136,878
+16,265
263
$4.33M 0.02%
45,600
+3,153
264
$4.32M 0.02%
167,122
+6,764
265
$4.31M 0.02%
81,126
+368
266
$4.27M 0.02%
87,555
+32,966
267
$4.24M 0.02%
33,190
+2,322
268
$4.23M 0.02%
87,317
-57,649
269
$4.23M 0.02%
86,199
+15,971
270
$4.21M 0.02%
29,659
+2,195
271
$4.21M 0.02%
54,363
-20,264
272
$4.15M 0.02%
171,653
+72,442
273
$4.13M 0.02%
87,788
+15,291
274
$4.08M 0.02%
15
+1
275
$3.94M 0.02%
207,277
+171,099
9 10
11
12 13