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
1001
$139K ﹤0.01%
2,252
+684
1002
$139K ﹤0.01%
4,838
+626
1003
$138K ﹤0.01%
2,523
-484
1004
$138K ﹤0.01%
5,691
-62
1005
$137K ﹤0.01%
+11,302
1006
$137K ﹤0.01%
2,340
+30
1007
$137K ﹤0.01%
12,379
+3,608
1008
$136K ﹤0.01%
644
+4
1009
$135K ﹤0.01%
2,348
+195
1010
$135K ﹤0.01%
4,134
-1,661
1011
$135K ﹤0.01%
11,418
+6,130
1012
$135K ﹤0.01%
1,113
+305
1013
$134K ﹤0.01%
40,868
+10,921
1014
$133K ﹤0.01%
2,346
+374
1015
$133K ﹤0.01%
5,844
+5,578
1016
$133K ﹤0.01%
7,858
-97
1017
$133K ﹤0.01%
+12,565
1018
$132K ﹤0.01%
452
-560
1019
$132K ﹤0.01%
1,604
+7
1020
$131K ﹤0.01%
3,382
+1,505
1021
$131K ﹤0.01%
1,655
-31
1022
$131K ﹤0.01%
15,902
+1,496
1023
$130K ﹤0.01%
3,208
-680
1024
$130K ﹤0.01%
3,463
+38
1025
$129K ﹤0.01%
13,289
+351
39 40
41
42 43