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
1176
$83K ﹤0.01%
561
+32
1177
$83K ﹤0.01%
970
-51
1178
$83K ﹤0.01%
1,519
-157
1179
$83K ﹤0.01%
1,628
+50
1180
$83K ﹤0.01%
11,777
+2,602
1181
$83K ﹤0.01%
2,941
-400
1182
$83K ﹤0.01%
7,213
-1,293
1183
$82K ﹤0.01%
+1,564
1184
$82K ﹤0.01%
786
1185
$82K ﹤0.01%
+6,075
1186
$82K ﹤0.01%
3,088
+2,790
1187
$81K ﹤0.01%
5,000
-850
1188
$81K ﹤0.01%
3,251
+136
1189
$81K ﹤0.01%
+767
1190
$81K ﹤0.01%
446
-3,569
1191
$81K ﹤0.01%
13,266
+1,314
1192
$80K ﹤0.01%
7,525
+1,564
1193
$80K ﹤0.01%
3,682
1194
$80K ﹤0.01%
6,096
-1,269
1195
$80K ﹤0.01%
2,124
+14
1196
$80K ﹤0.01%
1,389
-469
1197
$80K ﹤0.01%
2,225
+1,975
1198
$80K ﹤0.01%
2,104
+474
1199
$79K ﹤0.01%
5,139
+1,885
1200
$79K ﹤0.01%
1,800
46 47
48
49 50