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
926
$175K ﹤0.01%
12,180
-4,127
927
$175K ﹤0.01%
3,837
-4
928
$174K ﹤0.01%
2,472
-611
929
$174K ﹤0.01%
6,306
+6,186
930
$173K ﹤0.01%
8,258
+2,063
931
$173K ﹤0.01%
+8,970
932
$173K ﹤0.01%
16,439
+6,605
933
$173K ﹤0.01%
4,262
-1,562
934
$173K ﹤0.01%
14,345
-1,483
935
$172K ﹤0.01%
22,787
-1,210
936
$172K ﹤0.01%
2,140
+1,024
937
$171K ﹤0.01%
1,781
+30
938
$170K ﹤0.01%
12,360
-43,945
939
$169K ﹤0.01%
4,960
+1,169
940
$169K ﹤0.01%
5,767
+2,409
941
$169K ﹤0.01%
13,666
+1,727
942
$169K ﹤0.01%
2,833
+448
943
$169K ﹤0.01%
6,901
+579
944
$168K ﹤0.01%
24,851
+171
945
$167K ﹤0.01%
8,358
+1,810
946
$165K ﹤0.01%
1,216
+1,166
947
$165K ﹤0.01%
4,699
+2,797
948
$164K ﹤0.01%
6,388
-13,822
949
$163K ﹤0.01%
9,424
-1,274
950
$163K ﹤0.01%
2,377
+466
36 37
38
39 40