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
951
$163K ﹤0.01%
8,600
+6,570
952
$162K ﹤0.01%
4,375
-319
953
$161K ﹤0.01%
3,396
+1,417
954
$161K ﹤0.01%
3,036
+1,720
955
$161K ﹤0.01%
17,985
+1,189
956
$161K ﹤0.01%
1,400
-50
957
$161K ﹤0.01%
1,914
958
$161K ﹤0.01%
5,989
+170
959
$160K ﹤0.01%
3,064
-1,486
960
$160K ﹤0.01%
2,564
+2,397
961
$160K ﹤0.01%
176
+171
962
$159K ﹤0.01%
1,734
+266
963
$159K ﹤0.01%
1,168
-176
964
$159K ﹤0.01%
51,453
+1,671
965
$159K ﹤0.01%
2,899
+68
966
$159K ﹤0.01%
13,593
-10,762
967
$158K ﹤0.01%
12,522
968
$157K ﹤0.01%
2,858
+1,075
969
$157K ﹤0.01%
1,335
+1,252
970
$157K ﹤0.01%
11,059
+3,064
971
$156K ﹤0.01%
600
-64
972
$156K ﹤0.01%
2,062
-260
973
$155K ﹤0.01%
4,370
+223
974
$154K ﹤0.01%
8,103
+1,680
975
$154K ﹤0.01%
3,808
+126
37 38
39
40 41