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
851
$223K ﹤0.01%
6,327
852
$223K ﹤0.01%
9,316
-6,026
853
$220K ﹤0.01%
1,242
+5
854
$220K ﹤0.01%
4,967
-1,294
855
$220K ﹤0.01%
1,391
+307
856
$219K ﹤0.01%
21,021
+7,053
857
$219K ﹤0.01%
14,725
+1,875
858
$218K ﹤0.01%
22,310
-2,118
859
$218K ﹤0.01%
16,308
860
$217K ﹤0.01%
22,960
-422
861
$216K ﹤0.01%
118,073
+27,611
862
$216K ﹤0.01%
5,170
+520
863
$215K ﹤0.01%
7,265
+2,585
864
$215K ﹤0.01%
10,250
+1,429
865
$214K ﹤0.01%
7,336
+6,435
866
$213K ﹤0.01%
2,810
+341
867
$212K ﹤0.01%
6,116
-190
868
$212K ﹤0.01%
7,464
+24
869
$212K ﹤0.01%
8,600
-2,139
870
$212K ﹤0.01%
914
-587
871
$211K ﹤0.01%
10,993
+3,907
872
$211K ﹤0.01%
2,057
+841
873
$210K ﹤0.01%
1,208
-266
874
$210K ﹤0.01%
46,352
-10,885
875
$210K ﹤0.01%
4,320
-53
33 34
35
36 37