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
501
$902K ﹤0.01%
26,458
-603
502
$902K ﹤0.01%
10,234
-1,030
503
$896K ﹤0.01%
24,869
+13,389
504
$891K ﹤0.01%
9,075
-2,263
505
$891K ﹤0.01%
83,584
-5,334
506
$889K ﹤0.01%
4,941
-505
507
$886K ﹤0.01%
19,734
-482
508
$881K ﹤0.01%
5,095
+1,450
509
$879K ﹤0.01%
19,052
+8,323
510
$872K ﹤0.01%
8,526
+2,507
511
$870K ﹤0.01%
32,066
-11,490
512
$869K ﹤0.01%
19,712
+19,171
513
$864K ﹤0.01%
6,221
+1,625
514
$857K ﹤0.01%
66,976
+40,778
515
$854K ﹤0.01%
29,216
+2,582
516
$844K ﹤0.01%
34,186
-1,240
517
$841K ﹤0.01%
17,037
-4
518
$830K ﹤0.01%
23,295
+2,856
519
$830K ﹤0.01%
24,420
+3,387
520
$824K ﹤0.01%
8,041
-9,668
521
$824K ﹤0.01%
26,407
+22,526
522
$818K ﹤0.01%
16,768
-1,257
523
$795K ﹤0.01%
87,492
+21,878
524
$790K ﹤0.01%
18,005
+550
525
$789K ﹤0.01%
13,644
+9,831
19 20
21
22 23