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
51
$54.4M 0.21%
248,248
+344
52
$53.6M 0.21%
3,816,570
+578,619
53
$49.3M 0.19%
417,746
+17,286
54
$48.9M 0.19%
330,491
+105,805
55
$48.5M 0.19%
290,856
+30,982
56
$48.1M 0.19%
534,436
+17,276
57
$47.1M 0.18%
386,141
+178,781
58
$47M 0.18%
541,935
+98,407
59
$45.7M 0.18%
283,780
+33,304
60
$44.9M 0.17%
1,005,612
+318,389
61
$42.9M 0.17%
390,227
-8,437
62
$42.5M 0.16%
813,634
-40,825
63
$42M 0.16%
917,980
+92,146
64
$41.8M 0.16%
173,158
+9,192
65
$41.4M 0.16%
882,656
-29,459
66
$41.2M 0.16%
314,341
+1,002
67
$41.2M 0.16%
506,755
+89,449
68
$38.6M 0.15%
1,358,816
+26,293
69
$38.6M 0.15%
312,162
-91,665
70
$38.2M 0.15%
427,707
+56,495
71
$38M 0.15%
316,086
-14,522
72
$37.9M 0.15%
1,162,975
-247,933
73
$37M 0.14%
752,224
+600,296
74
$36.9M 0.14%
787,381
+13,131
75
$36.7M 0.14%
3,100,832
-469,716
1 2
3
4 5