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
1151
$90K ﹤0.01%
4,367
-2,031
1152
$90K ﹤0.01%
3,441
+1,929
1153
$89K ﹤0.01%
617
+380
1154
$89K ﹤0.01%
2,926
-926
1155
$89K ﹤0.01%
11,210
+2,655
1156
$88K ﹤0.01%
2,347
+1,186
1157
$88K ﹤0.01%
1,054
1158
$88K ﹤0.01%
2,671
-2,620
1159
$88K ﹤0.01%
1,811
+59
1160
$87K ﹤0.01%
475
-15
1161
$87K ﹤0.01%
23,890
+7,189
1162
$87K ﹤0.01%
10,837
-1,525
1163
$86K ﹤0.01%
2,438
+1,309
1164
$86K ﹤0.01%
1,143
1165
$86K ﹤0.01%
4,795
1166
$86K ﹤0.01%
9,369
+6,119
1167
$85K ﹤0.01%
12,900
+8,321
1168
$85K ﹤0.01%
1,236
-16
1169
$85K ﹤0.01%
469
+48
1170
$85K ﹤0.01%
3,443
+799
1171
$85K ﹤0.01%
1,219
-451
1172
$85K ﹤0.01%
2,713
+296
1173
$84K ﹤0.01%
3,694
-4,345
1174
$84K ﹤0.01%
6,151
-263
1175
$84K ﹤0.01%
2,469
+772
45 46
47
48 49