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
26
$133M 0.51%
1,366,960
+90,420
27
$129M 0.5%
2,418,834
-184,738
28
$127M 0.49%
1,072,946
+290,364
29
$122M 0.47%
1,053,194
+607,422
30
$116M 0.45%
1,375,328
-113,927
31
$109M 0.42%
2,187,167
-139,329
32
$100M 0.39%
3,737,236
+1,071,988
33
$99.4M 0.38%
419,857
+68,763
34
$98.9M 0.38%
997,629
+411,774
35
$98.3M 0.38%
950,493
+117,986
36
$97.5M 0.38%
2,361,716
-251,436
37
$97.3M 0.38%
645,735
+45,136
38
$86.7M 0.33%
672,511
+60,758
39
$85.5M 0.33%
703,476
-48,345
40
$80.1M 0.31%
437,915
+18,213
41
$76.6M 0.3%
1,318,900
+85,540
42
$73.7M 0.28%
7,215,840
+1,976,328
43
$72.2M 0.28%
1,475,708
-134,314
44
$71.1M 0.27%
798,268
-27,725
45
$70.5M 0.27%
1,253,265
-283,764
46
$61.3M 0.24%
975,531
+204,065
47
$59.4M 0.23%
807,758
-35,799
48
$58.7M 0.23%
1,316,084
-530,664
49
$58.3M 0.23%
350,782
-14,030
50
$57.7M 0.22%
1,812,760
-183,782
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