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
726
$365K ﹤0.01%
8,448
+541
727
$364K ﹤0.01%
3,067
+2,711
728
$364K ﹤0.01%
8,358
+6,078
729
$364K ﹤0.01%
12,807
+10,466
730
$363K ﹤0.01%
4,190
+1,257
731
$358K ﹤0.01%
5,580
+400
732
$351K ﹤0.01%
11,203
+4,977
733
$346K ﹤0.01%
3,242
+200
734
$342K ﹤0.01%
8,132
+4,727
735
$340K ﹤0.01%
2,951
-40
736
$339K ﹤0.01%
7,283
-5,069
737
$339K ﹤0.01%
10,849
-2,711
738
$339K ﹤0.01%
5,957
+395
739
$338K ﹤0.01%
23,613
+9,146
740
$337K ﹤0.01%
15,719
+4,738
741
$335K ﹤0.01%
9,619
+528
742
$333K ﹤0.01%
36,358
+29,559
743
$333K ﹤0.01%
4,940
+784
744
$333K ﹤0.01%
4,424
+147
745
$330K ﹤0.01%
40,724
+2,996
746
$330K ﹤0.01%
7,113
-7
747
$329K ﹤0.01%
3,718
-615
748
$328K ﹤0.01%
26,873
+22,577
749
$327K ﹤0.01%
9,636
+4,293
750
$322K ﹤0.01%
19,873
+8,913
28 29
30
31 32