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
626
$528K ﹤0.01%
5,714
+2,897
627
$528K ﹤0.01%
44,590
+13,910
628
$527K ﹤0.01%
66,668
+66,558
629
$526K ﹤0.01%
6,452
-41
630
$524K ﹤0.01%
18,413
-471
631
$523K ﹤0.01%
20,245
-7,452
632
$517K ﹤0.01%
6,634
+5,962
633
$516K ﹤0.01%
14,923
+10,477
634
$516K ﹤0.01%
2,169
+268
635
$512K ﹤0.01%
6,731
+1,590
636
$509K ﹤0.01%
14,464
-2,412
637
$504K ﹤0.01%
35,813
+9,948
638
$497K ﹤0.01%
29,263
+6,600
639
$496K ﹤0.01%
12,164
+5,198
640
$494K ﹤0.01%
13,118
+1,301
641
$490K ﹤0.01%
18,265
-143
642
$490K ﹤0.01%
10,865
-16,099
643
$489K ﹤0.01%
3,796
+2,496
644
$480K ﹤0.01%
10,319
-393
645
$479K ﹤0.01%
36,380
+20,566
646
$475K ﹤0.01%
9,728
+5,479
647
$474K ﹤0.01%
4,730
+770
648
$473K ﹤0.01%
13,152
+3,525
649
$472K ﹤0.01%
3,930
-667
650
$470K ﹤0.01%
13,174
+459
24 25
26
27 28