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
276
$3.9M 0.02%
301,745
+17,717
277
$3.89M 0.02%
42,429
+17,211
278
$3.81M 0.01%
49,472
+129
279
$3.81M 0.01%
96,226
+6,164
280
$3.78M 0.01%
96,478
+21,543
281
$3.75M 0.01%
48,312
+7,460
282
$3.75M 0.01%
71,003
+7,098
283
$3.75M 0.01%
31,589
+15,051
284
$3.73M 0.01%
78,401
-13,601
285
$3.69M 0.01%
143,085
+43,116
286
$3.63M 0.01%
39,005
+6,309
287
$3.59M 0.01%
32,474
-6,646
288
$3.54M 0.01%
74,101
+40,861
289
$3.47M 0.01%
112,796
+3,125
290
$3.43M 0.01%
103,485
-86,582
291
$3.42M 0.01%
164,238
+58,979
292
$3.4M 0.01%
98,862
+1,089
293
$3.38M 0.01%
163,508
+18,195
294
$3.38M 0.01%
81,531
+2,985
295
$3.35M 0.01%
99,827
+2,700
296
$3.33M 0.01%
38,758
+1,022
297
$3.31M 0.01%
31,165
+5,030
298
$3.3M 0.01%
58,839
-3,217
299
$3.29M 0.01%
66,714
-9,818
300
$3.28M 0.01%
85,766
+49,421
10 11
12
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