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
1201
$79K ﹤0.01%
899
+854
1202
$78K ﹤0.01%
786
-802
1203
$78K ﹤0.01%
3,188
-104
1204
$78K ﹤0.01%
3,205
+876
1205
$77K ﹤0.01%
2,784
+420
1206
$77K ﹤0.01%
3,519
+3,412
1207
$77K ﹤0.01%
+340
1208
$77K ﹤0.01%
3,311
-6,792
1209
$76K ﹤0.01%
6,490
-262
1210
$76K ﹤0.01%
2,372
-5,372
1211
$76K ﹤0.01%
2,627
-1,335
1212
$76K ﹤0.01%
854
+79
1213
$76K ﹤0.01%
752
+707
1214
$76K ﹤0.01%
+3,000
1215
$76K ﹤0.01%
2,335
+60
1216
$76K ﹤0.01%
7,432
-240
1217
$75K ﹤0.01%
32,797
-2,118
1218
$75K ﹤0.01%
3,832
+2,782
1219
$75K ﹤0.01%
2,695
+24
1220
$75K ﹤0.01%
2,749
1221
$75K ﹤0.01%
1,973
-94
1222
$74K ﹤0.01%
1,875
-30
1223
$74K ﹤0.01%
+2,830
1224
$74K ﹤0.01%
+3,067
1225
$74K ﹤0.01%
3,800
47 48
49
50 51