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
551
$706K ﹤0.01%
8,417
+2,147
552
$697K ﹤0.01%
15,408
-1,235
553
$697K ﹤0.01%
6,451
+436
554
$696K ﹤0.01%
8,333
+1,345
555
$695K ﹤0.01%
11,284
+2,603
556
$694K ﹤0.01%
59,251
-2,929
557
$690K ﹤0.01%
9,829
-64,376
558
$688K ﹤0.01%
26,053
-25,968
559
$679K ﹤0.01%
12,191
-2
560
$676K ﹤0.01%
40,663
+9,198
561
$675K ﹤0.01%
25,052
+378
562
$675K ﹤0.01%
22,316
-33,967
563
$672K ﹤0.01%
9,254
+1,614
564
$667K ﹤0.01%
23,217
+8,735
565
$666K ﹤0.01%
41,770
-870
566
$664K ﹤0.01%
+25,091
567
$663K ﹤0.01%
16,240
+240
568
$663K ﹤0.01%
6,409
-190
569
$663K ﹤0.01%
26,825
-5,970
570
$661K ﹤0.01%
8,757
+2,502
571
$658K ﹤0.01%
8,444
-3,131
572
$656K ﹤0.01%
5,906
-3,277
573
$645K ﹤0.01%
22,735
+6,690
574
$643K ﹤0.01%
7,072
-696
575
$639K ﹤0.01%
40,123
-4,168
21 22
23
24 25