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
901
$188K ﹤0.01%
1,233
+67
902
$188K ﹤0.01%
15,819
903
$188K ﹤0.01%
7,944
904
$185K ﹤0.01%
8,213
-95,615
905
$185K ﹤0.01%
14,017
-865
906
$184K ﹤0.01%
6,231
-8,319
907
$183K ﹤0.01%
4,702
-241
908
$182K ﹤0.01%
785
+60
909
$182K ﹤0.01%
4,903
+3,804
910
$182K ﹤0.01%
+2,556
911
$182K ﹤0.01%
1,234
+423
912
$181K ﹤0.01%
3,119
-3,110
913
$181K ﹤0.01%
+3,258
914
$181K ﹤0.01%
3,059
+2,112
915
$181K ﹤0.01%
12,395
-306
916
$181K ﹤0.01%
13,855
+1,034
917
$180K ﹤0.01%
5,094
-420
918
$179K ﹤0.01%
553
+247
919
$179K ﹤0.01%
4,247
-7,728
920
$178K ﹤0.01%
2,484
+143
921
$178K ﹤0.01%
4,542
-218
922
$178K ﹤0.01%
2,697
-358
923
$177K ﹤0.01%
24,684
+8,726
924
$176K ﹤0.01%
1,717
+28
925
$176K ﹤0.01%
2,577
+1,854
35 36
37
38 39