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
76
$36.3M 0.14%
840,052
+249,051
77
$35.5M 0.14%
190,304
+6,471
78
$34.5M 0.13%
841,643
+353,049
79
$34.5M 0.13%
138,316
+11,899
80
$34.2M 0.13%
298,763
+113,698
81
$33.4M 0.13%
347,077
-5,738
82
$32.3M 0.12%
440,535
+27,867
83
$32M 0.12%
121,713
+8,617
84
$31M 0.12%
430,004
-8,063
85
$30.3M 0.12%
238,954
+48,407
86
$30.1M 0.12%
525,250
+79,341
87
$30M 0.12%
380,308
+15,492
88
$29.9M 0.12%
544,780
-3,124
89
$29.8M 0.12%
490,446
+106,646
90
$29.4M 0.11%
103,073
+51,042
91
$28.7M 0.11%
951,692
+601,234
92
$28.1M 0.11%
210,923
+130,085
93
$28M 0.11%
345,000
+86,751
94
$27.8M 0.11%
143,001
+20,878
95
$27M 0.1%
379,649
+59,387
96
$27M 0.1%
253,177
+11,171
97
$26.2M 0.1%
77,304
+11,313
98
$25.3M 0.1%
261,993
+43,518
99
$25.3M 0.1%
175,687
+12,582
100
$24.5M 0.09%
337,887
+20,183
2 3
4
5 6