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
1051
$120K ﹤0.01%
1,971
1052
$120K ﹤0.01%
2,176
-266
1053
$120K ﹤0.01%
30,042
-10,555
1054
$120K ﹤0.01%
2,937
-18,899
1055
$119K ﹤0.01%
18,467
+9,677
1056
$117K ﹤0.01%
1,267
+57
1057
$117K ﹤0.01%
7,353
+244
1058
$117K ﹤0.01%
4,200
1059
$117K ﹤0.01%
20,547
1060
$117K ﹤0.01%
5,211
-10,638
1061
$117K ﹤0.01%
3,637
+157
1062
$116K ﹤0.01%
2,915
+1,554
1063
$116K ﹤0.01%
3,389
-1,402
1064
$116K ﹤0.01%
2,000
+1,147
1065
$116K ﹤0.01%
1,933
+737
1066
$115K ﹤0.01%
+337
1067
$115K ﹤0.01%
3,859
+286
1068
$115K ﹤0.01%
5,079
+4,998
1069
$114K ﹤0.01%
10,247
-1,518
1070
$114K ﹤0.01%
1,220
-454
1071
$113K ﹤0.01%
2,371
-526
1072
$113K ﹤0.01%
4,372
-1,292
1073
$113K ﹤0.01%
3,761
-552
1074
$112K ﹤0.01%
707
-19
1075
$112K ﹤0.01%
2,102
41 42
43
44 45