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
401
$1.57M 0.01%
18,964
-2,336
402
$1.56M 0.01%
41,826
+5,229
403
$1.55M 0.01%
62,095
-4,883
404
$1.55M 0.01%
28,478
-82,537
405
$1.55M 0.01%
7,793
+3,733
406
$1.54M 0.01%
16,037
-5,067
407
$1.53M 0.01%
29,356
+4,007
408
$1.53M 0.01%
4,836
-303
409
$1.53M 0.01%
221,711
-2,652
410
$1.5M 0.01%
52,926
+52,360
411
$1.5M 0.01%
21,903
-2,701
412
$1.5M 0.01%
8,449
+88
413
$1.5M 0.01%
48,929
+30,357
414
$1.49M 0.01%
27,184
+8,536
415
$1.48M 0.01%
119,740
-1,839
416
$1.47M 0.01%
23,646
+16,265
417
$1.47M 0.01%
10,871
+2,354
418
$1.47M 0.01%
9,567
-333
419
$1.44M 0.01%
19,976
-3,000
420
$1.43M 0.01%
38,410
+20,130
421
$1.42M 0.01%
9,792
+1,124
422
$1.41M 0.01%
28,426
-7,888
423
$1.4M 0.01%
23,250
-3,377
424
$1.38M 0.01%
6,010
+1,869
425
$1.36M 0.01%
29,685
-2,604
15 16
17
18 19