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
326
$2.48M 0.01%
20,431
-37,572
327
$2.45M 0.01%
59,542
+27,215
328
$2.44M 0.01%
24,878
-37,809
329
$2.39M 0.01%
14,497
+1,044
330
$2.39M 0.01%
56,880
+6,808
331
$2.39M 0.01%
21,370
+1,987
332
$2.37M 0.01%
203,221
-50,840
333
$2.35M 0.01%
67,380
-18,690
334
$2.35M 0.01%
42,661
-27,440
335
$2.34M 0.01%
75,894
+14,574
336
$2.31M 0.01%
50,495
+4,724
337
$2.3M 0.01%
94,350
+12,200
338
$2.29M 0.01%
12,954
-1,064
339
$2.28M 0.01%
225,837
+79,807
340
$2.28M 0.01%
112,214
-5,259
341
$2.27M 0.01%
450,876
+98,495
342
$2.27M 0.01%
26,263
-1,850
343
$2.26M 0.01%
22,778
-380
344
$2.23M 0.01%
94,464
+8,954
345
$2.23M 0.01%
230,253
+55,079
346
$2.15M 0.01%
169,840
+42,960
347
$2.14M 0.01%
80,600
+80,000
348
$2.12M 0.01%
7,408
+5,658
349
$2.11M 0.01%
53,041
-1,973
350
$2.11M 0.01%
61,643
-4,930
12 13
14
15 16