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
376
$1.76M 0.01%
125,607
-120,438
377
$1.74M 0.01%
11,533
+2,850
378
$1.73M 0.01%
11,087
+733
379
$1.7M 0.01%
33,154
-23,262
380
$1.7M 0.01%
10,969
+734
381
$1.68M 0.01%
80,899
+6,456
382
$1.67M 0.01%
41,891
+30,027
383
$1.67M 0.01%
1,239
-608
384
$1.66M 0.01%
62,828
-6,519
385
$1.66M 0.01%
34,158
-8,010
386
$1.66M 0.01%
118,902
-5,069
387
$1.65M 0.01%
105,604
+8,608
388
$1.65M 0.01%
54,818
-3,786
389
$1.65M 0.01%
85,713
-14,364
390
$1.64M 0.01%
37,982
+28,372
391
$1.63M 0.01%
35,314
+1,405
392
$1.62M 0.01%
30,222
+10,774
393
$1.62M 0.01%
143,928
-204,137
394
$1.61M 0.01%
14,545
-315
395
$1.59M 0.01%
129,066
-17,953
396
$1.58M 0.01%
88,584
+13,032
397
$1.58M 0.01%
15,636
+3,210
398
$1.57M 0.01%
22,306
-440
399
$1.57M 0.01%
164,362
-119,312
400
$1.57M 0.01%
17,467
-2,678
14 15
16
17 18