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
526
$786K ﹤0.01%
12,353
+12,236
527
$785K ﹤0.01%
16,831
+1,794
528
$783K ﹤0.01%
12,430
-1,435
529
$777K ﹤0.01%
2,474
-69
530
$770K ﹤0.01%
14,300
+8,705
531
$767K ﹤0.01%
14,652
+5,788
532
$763K ﹤0.01%
5,395
+2,162
533
$760K ﹤0.01%
31,360
+16,509
534
$760K ﹤0.01%
5,286
+973
535
$756K ﹤0.01%
10,103
+6,409
536
$754K ﹤0.01%
22,733
+4,634
537
$749K ﹤0.01%
20,436
+17,248
538
$747K ﹤0.01%
2,813
+62
539
$739K ﹤0.01%
2,370
-406
540
$738K ﹤0.01%
43,650
+12,435
541
$737K ﹤0.01%
28,719
-25,567
542
$732K ﹤0.01%
40,378
+5,020
543
$730K ﹤0.01%
52,155
+30,289
544
$728K ﹤0.01%
1,167
+212
545
$727K ﹤0.01%
4,883
+374
546
$716K ﹤0.01%
4,494
-217
547
$716K ﹤0.01%
22,849
-1,272
548
$711K ﹤0.01%
21,473
+7,080
549
$708K ﹤0.01%
3,734
+2,199
550
$708K ﹤0.01%
27,952
-10,927
20 21
22
23 24