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
1126
$96K ﹤0.01%
1,007
+182
1127
$96K ﹤0.01%
10,655
+5,232
1128
$96K ﹤0.01%
3,017
-485
1129
$95K ﹤0.01%
2,238
-5
1130
$95K ﹤0.01%
3,896
+2,447
1131
$95K ﹤0.01%
1,734
+1,159
1132
$95K ﹤0.01%
1,354
-364
1133
$95K ﹤0.01%
2,586
-1,488
1134
$94K ﹤0.01%
7,211
-2,350
1135
$94K ﹤0.01%
4,987
-235
1136
$94K ﹤0.01%
9,470
-2,913
1137
$94K ﹤0.01%
2,865
1138
$93K ﹤0.01%
9,340
+705
1139
$93K ﹤0.01%
5,113
+106
1140
$92K ﹤0.01%
2,058
+222
1141
$92K ﹤0.01%
513
+131
1142
$92K ﹤0.01%
6,250
1143
$91K ﹤0.01%
7,824
1144
$91K ﹤0.01%
+1,138
1145
$91K ﹤0.01%
2,416
+12
1146
$91K ﹤0.01%
+1,429
1147
$91K ﹤0.01%
10,375
-112
1148
$91K ﹤0.01%
3,464
+1,720
1149
$91K ﹤0.01%
7,257
-4,862
1150
$91K ﹤0.01%
2,067
-3,478
44 45
46
47 48