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
576
$638K ﹤0.01%
46,303
+1,363
577
$629K ﹤0.01%
11,801
+322
578
$628K ﹤0.01%
14,892
+4,404
579
$627K ﹤0.01%
47,408
+4,303
580
$627K ﹤0.01%
12,905
+4,460
581
$627K ﹤0.01%
46,321
-4,546
582
$625K ﹤0.01%
21,330
+938
583
$623K ﹤0.01%
36,266
+3,147
584
$623K ﹤0.01%
7,987
-454
585
$623K ﹤0.01%
27,510
+15,246
586
$621K ﹤0.01%
49,629
-3,232
587
$619K ﹤0.01%
13,182
-3,634
588
$619K ﹤0.01%
46,376
+579
589
$617K ﹤0.01%
27,618
-10,423
590
$617K ﹤0.01%
4,986
+2,704
591
$616K ﹤0.01%
6,101
+988
592
$612K ﹤0.01%
10,372
-38,276
593
$611K ﹤0.01%
9,386
+1,873
594
$604K ﹤0.01%
44,803
+13,147
595
$603K ﹤0.01%
24,368
-2,646
596
$601K ﹤0.01%
8,181
+5,065
597
$600K ﹤0.01%
1,377
+658
598
$599K ﹤0.01%
1,225
+607
599
$594K ﹤0.01%
15,364
-464
600
$592K ﹤0.01%
5,549
+591
22 23
24
25 26