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
1076
$111K ﹤0.01%
+3,350
1077
$110K ﹤0.01%
9,052
1078
$109K ﹤0.01%
1,409
-305
1079
$108K ﹤0.01%
6,965
-738
1080
$108K ﹤0.01%
+1,509
1081
$108K ﹤0.01%
4,930
+454
1082
$108K ﹤0.01%
5,714
+271
1083
$107K ﹤0.01%
3,646
-57,910
1084
$107K ﹤0.01%
+2,580
1085
$107K ﹤0.01%
14,531
+2,837
1086
$107K ﹤0.01%
1,626
+501
1087
$107K ﹤0.01%
4,922
+2,182
1088
$107K ﹤0.01%
7,097
+2,714
1089
$106K ﹤0.01%
4,427
+2,545
1090
$106K ﹤0.01%
7,964
+7,000
1091
$106K ﹤0.01%
8,124
+1,000
1092
$106K ﹤0.01%
4,612
1093
$105K ﹤0.01%
8,343
-127,893
1094
$105K ﹤0.01%
3,072
+123
1095
$105K ﹤0.01%
2,916
+12
1096
$104K ﹤0.01%
22,999
+7,321
1097
$104K ﹤0.01%
4,210
+447
1098
$104K ﹤0.01%
5,264
+4,205
1099
$104K ﹤0.01%
12,737
+613
1100
$104K ﹤0.01%
963
+258
42 43
44
45 46