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
301
$3.26M 0.01%
119,008
+43,361
302
$3.24M 0.01%
67,803
+20,518
303
$3.24M 0.01%
48,813
+2,129
304
$3.22M 0.01%
75,975
+23,172
305
$3.22M 0.01%
110,646
-2,100
306
$3.22M 0.01%
29,870
-16,144
307
$3.14M 0.01%
62,090
+9,011
308
$3.13M 0.01%
109,744
-78,657
309
$3.02M 0.01%
22,347
-3,520
310
$3.01M 0.01%
9,957
+1,047
311
$2.96M 0.01%
68,315
-32,359
312
$2.91M 0.01%
14,422
+64
313
$2.89M 0.01%
63,346
+2,478
314
$2.88M 0.01%
21,039
-2,031
315
$2.73M 0.01%
359,513
+10,438
316
$2.72M 0.01%
31,693
-9,123
317
$2.7M 0.01%
129,503
-105,117
318
$2.6M 0.01%
32,075
-911
319
$2.6M 0.01%
19,787
+4,263
320
$2.57M 0.01%
29,459
+721
321
$2.54M 0.01%
59,921
-1,683
322
$2.54M 0.01%
31,728
+1,016
323
$2.51M 0.01%
83,273
+72,074
324
$2.49M 0.01%
85,815
-62,459
325
$2.48M 0.01%
332,007
-123,695
11 12
13
14 15