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
676
$437K ﹤0.01%
9,544
-1,388
677
$437K ﹤0.01%
13,617
-1,256
678
$435K ﹤0.01%
2,561
-1,589
679
$434K ﹤0.01%
4,491
+1,110
680
$434K ﹤0.01%
34,507
-5,177
681
$433K ﹤0.01%
6,484
+3,472
682
$433K ﹤0.01%
10,799
-678
683
$433K ﹤0.01%
6,879
+3,233
684
$430K ﹤0.01%
15,635
+15,002
685
$429K ﹤0.01%
3,422
+1,444
686
$429K ﹤0.01%
15,324
+2,253
687
$428K ﹤0.01%
35,528
+11,751
688
$428K ﹤0.01%
29,025
-17,904
689
$426K ﹤0.01%
20,492
+14,637
690
$426K ﹤0.01%
459
+180
691
$425K ﹤0.01%
20,205
-45,770
692
$424K ﹤0.01%
21,120
-3,960
693
$423K ﹤0.01%
66,180
+64,378
694
$421K ﹤0.01%
5,576
+4,199
695
$421K ﹤0.01%
21,020
+1,730
696
$419K ﹤0.01%
43,544
+5,189
697
$419K ﹤0.01%
3,424
+2,843
698
$418K ﹤0.01%
4,164
-772
699
$417K ﹤0.01%
8,697
+941
700
$416K ﹤0.01%
+23,765
26 27
28
29 30