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
976
$154K ﹤0.01%
6,185
977
$153K ﹤0.01%
2,128
-485
978
$153K ﹤0.01%
7,769
-868
979
$153K ﹤0.01%
3,160
-421
980
$152K ﹤0.01%
5,500
981
$150K ﹤0.01%
8,455
+3,547
982
$150K ﹤0.01%
14,050
+665
983
$150K ﹤0.01%
2,787
-777
984
$149K ﹤0.01%
848
-2,034
985
$148K ﹤0.01%
15,128
+2,525
986
$147K ﹤0.01%
3,041
-65
987
$146K ﹤0.01%
3,871
+2,627
988
$146K ﹤0.01%
+3,660
989
$146K ﹤0.01%
6,323
-16,490
990
$145K ﹤0.01%
2,938
-1,000
991
$145K ﹤0.01%
10,632
-1,145
992
$144K ﹤0.01%
1,115
-475
993
$143K ﹤0.01%
14,746
-240
994
$143K ﹤0.01%
14,689
+1,773
995
$143K ﹤0.01%
9,011
+1,413
996
$143K ﹤0.01%
6,881
+729
997
$142K ﹤0.01%
+5,159
998
$141K ﹤0.01%
33,308
+19,795
999
$140K ﹤0.01%
+4,644
1000
$139K ﹤0.01%
1,644
+121
38 39
40
41 42