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
476
$1.02M ﹤0.01%
84,085
+6,014
477
$1.01M ﹤0.01%
12,167
+9,484
478
$1M ﹤0.01%
76,168
+10,026
479
$1M ﹤0.01%
18,207
+3,260
480
$998K ﹤0.01%
206,585
+24,359
481
$993K ﹤0.01%
26,450
-1,345
482
$980K ﹤0.01%
57,300
+17,174
483
$978K ﹤0.01%
34,930
+16,856
484
$978K ﹤0.01%
35,790
+5,706
485
$975K ﹤0.01%
37,632
-600
486
$971K ﹤0.01%
7,304
+14
487
$957K ﹤0.01%
28,009
-676
488
$953K ﹤0.01%
16,036
+8,721
489
$951K ﹤0.01%
67,320
+1,275
490
$939K ﹤0.01%
21,030
+158
491
$939K ﹤0.01%
6,224
-179
492
$935K ﹤0.01%
17,154
+7,622
493
$934K ﹤0.01%
11,645
+2,820
494
$929K ﹤0.01%
5,989
+4,635
495
$917K ﹤0.01%
53,080
+3,341
496
$916K ﹤0.01%
28,471
-60,145
497
$914K ﹤0.01%
62,837
-15,749
498
$912K ﹤0.01%
22,536
+2,056
499
$905K ﹤0.01%
9,868
+1,732
500
$904K ﹤0.01%
26,862
-2,546
18 19
20
21 22