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
601
$591K ﹤0.01%
10,800
-1,882
602
$585K ﹤0.01%
44,345
+10,494
603
$585K ﹤0.01%
19,479
-176,382
604
$584K ﹤0.01%
19,224
+4,392
605
$580K ﹤0.01%
4,472
+685
606
$577K ﹤0.01%
3,692
-706
607
$575K ﹤0.01%
90,115
+5,512
608
$573K ﹤0.01%
13,448
-3,600
609
$572K ﹤0.01%
14,649
+709
610
$568K ﹤0.01%
43,490
+37,440
611
$561K ﹤0.01%
11,615
-779
612
$560K ﹤0.01%
7,824
-2,143
613
$559K ﹤0.01%
32,224
+3,398
614
$555K ﹤0.01%
19,152
+1,486
615
$553K ﹤0.01%
7,593
-11,909
616
$549K ﹤0.01%
7,682
+6,978
617
$544K ﹤0.01%
20,894
-7,847
618
$544K ﹤0.01%
17,262
+9,238
619
$543K ﹤0.01%
60,503
+35,088
620
$541K ﹤0.01%
40,868
-23,434
621
$541K ﹤0.01%
8,170
-426
622
$541K ﹤0.01%
41,350
+2,200
623
$534K ﹤0.01%
22,702
-3,386
624
$532K ﹤0.01%
17,581
+3,267
625
$529K ﹤0.01%
+43,615
23 24
25
26 27