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
451
$1.18M ﹤0.01%
17,928
+1,419
452
$1.17M ﹤0.01%
25,959
+3,228
453
$1.17M ﹤0.01%
8,142
-39
454
$1.16M ﹤0.01%
21,005
-40,047
455
$1.16M ﹤0.01%
26,485
+87
456
$1.15M ﹤0.01%
96,648
+7,075
457
$1.15M ﹤0.01%
22,528
+5,960
458
$1.15M ﹤0.01%
34,964
-3,983
459
$1.15M ﹤0.01%
7,962
+475
460
$1.13M ﹤0.01%
97,345
+18,605
461
$1.12M ﹤0.01%
39,407
+39,311
462
$1.12M ﹤0.01%
10,109
-991
463
$1.1M ﹤0.01%
7,601
-703
464
$1.09M ﹤0.01%
24,721
+4,363
465
$1.08M ﹤0.01%
41,852
+4,851
466
$1.07M ﹤0.01%
16,984
+12,454
467
$1.07M ﹤0.01%
29,955
+5,957
468
$1.06M ﹤0.01%
9,811
-50,541
469
$1.05M ﹤0.01%
2,152
-682
470
$1.05M ﹤0.01%
1,237
-311
471
$1.05M ﹤0.01%
21,075
+4,697
472
$1.04M ﹤0.01%
38,899
-7,010
473
$1.04M ﹤0.01%
47,630
+8,153
474
$1.02M ﹤0.01%
20,302
+548
475
$1.02M ﹤0.01%
27,550
+443
17 18
19
20 21