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
1101
$104K ﹤0.01%
+9,692
1102
$104K ﹤0.01%
12,862
+4,988
1103
$104K ﹤0.01%
3,418
+702
1104
$103K ﹤0.01%
3,245
-1,553
1105
$103K ﹤0.01%
2,547
+1,611
1106
$102K ﹤0.01%
3,918
-3,191
1107
$102K ﹤0.01%
3,496
-502
1108
$101K ﹤0.01%
738
-191
1109
$101K ﹤0.01%
1,711
+1,376
1110
$101K ﹤0.01%
1,373
-25
1111
$100K ﹤0.01%
2,041
-181
1112
$100K ﹤0.01%
4,063
+1,936
1113
$100K ﹤0.01%
17,854
1114
$100K ﹤0.01%
1,335
+55
1115
$99K ﹤0.01%
1,952
-79
1116
$99K ﹤0.01%
3,462
+1,282
1117
$99K ﹤0.01%
2,380
+119
1118
$99K ﹤0.01%
+1,050
1119
$99K ﹤0.01%
9,630
+6,245
1120
$98K ﹤0.01%
5,227
+1,915
1121
$98K ﹤0.01%
818
+42
1122
$98K ﹤0.01%
1,674
-1,900
1123
$97K ﹤0.01%
2,634
-440
1124
$97K ﹤0.01%
10,133
+3,102
1125
$97K ﹤0.01%
3,652
+468
43 44
45
46 47