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
751
$320K ﹤0.01%
+13,989
752
$318K ﹤0.01%
5,648
-10,066
753
$317K ﹤0.01%
1,276
+104
754
$317K ﹤0.01%
18,797
755
$316K ﹤0.01%
62,739
+9,921
756
$316K ﹤0.01%
+10,590
757
$315K ﹤0.01%
8,333
+3,506
758
$314K ﹤0.01%
10,464
-3,378
759
$314K ﹤0.01%
8,742
+7,574
760
$313K ﹤0.01%
9,155
+707
761
$313K ﹤0.01%
9,956
+1,501
762
$312K ﹤0.01%
15,940
+30
763
$310K ﹤0.01%
37,713
+3,187
764
$306K ﹤0.01%
+1,445
765
$306K ﹤0.01%
10,572
+8,070
766
$306K ﹤0.01%
8,685
+7,178
767
$305K ﹤0.01%
10,872
+2,385
768
$305K ﹤0.01%
5,593
-731
769
$305K ﹤0.01%
9,846
-2,148
770
$300K ﹤0.01%
5,505
+988
771
$298K ﹤0.01%
4,428
-824
772
$298K ﹤0.01%
27,791
773
$297K ﹤0.01%
20,985
+7,798
774
$295K ﹤0.01%
3,866
+1,042
775
$294K ﹤0.01%
13,120
+412
29 30
31
32 33