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
801
$269K ﹤0.01%
4,773
+474
802
$268K ﹤0.01%
10,830
+3,890
803
$268K ﹤0.01%
994
+153
804
$265K ﹤0.01%
19,338
+6,020
805
$262K ﹤0.01%
2,696
+239
806
$261K ﹤0.01%
2,834
-1,304
807
$261K ﹤0.01%
38,100
+26,264
808
$261K ﹤0.01%
21,958
+7,300
809
$260K ﹤0.01%
6,804
+2,376
810
$260K ﹤0.01%
707
+30
811
$259K ﹤0.01%
1,317
+32
812
$258K ﹤0.01%
7,263
+2,370
813
$257K ﹤0.01%
1,358
+31
814
$255K ﹤0.01%
10,725
+7,761
815
$255K ﹤0.01%
1,820
+106
816
$254K ﹤0.01%
2,097
+403
817
$252K ﹤0.01%
15,658
+13,170
818
$251K ﹤0.01%
16,891
-1,212
819
$249K ﹤0.01%
49,677
+47,835
820
$248K ﹤0.01%
4,503
+3,502
821
$245K ﹤0.01%
2,895
+584
822
$244K ﹤0.01%
18,356
+6,100
823
$242K ﹤0.01%
32,959
+2,998
824
$241K ﹤0.01%
3,649
-2,636
825
$241K ﹤0.01%
20,757
-15,889
31 32
33
34 35