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
826
$240K ﹤0.01%
9,178
-29,599
827
$237K ﹤0.01%
2,382
-672
828
$236K ﹤0.01%
10,037
+4,702
829
$236K ﹤0.01%
18,816
-295
830
$236K ﹤0.01%
14,669
+10,493
831
$236K ﹤0.01%
1,801
-329
832
$235K ﹤0.01%
8,627
+549
833
$234K ﹤0.01%
5,412
+2,568
834
$234K ﹤0.01%
611
+16
835
$232K ﹤0.01%
2,584
+224
836
$230K ﹤0.01%
1,484
+981
837
$230K ﹤0.01%
1,764
+198
838
$229K ﹤0.01%
12,576
+1,612
839
$229K ﹤0.01%
9,171
-7,069
840
$229K ﹤0.01%
8,491
-52,527
841
$229K ﹤0.01%
2,561
+361
842
$228K ﹤0.01%
21,154
+20,418
843
$227K ﹤0.01%
3,505
+410
844
$227K ﹤0.01%
+13,155
845
$226K ﹤0.01%
7,682
-2,012
846
$225K ﹤0.01%
10,154
+1,461
847
$225K ﹤0.01%
11,958
-53
848
$224K ﹤0.01%
11,894
-1,428
849
$224K ﹤0.01%
15,786
+11,496
850
$223K ﹤0.01%
3,607
+498
32 33
34
35 36