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
101
$23.5M 0.09%
525,075
+168,876
102
$23.5M 0.09%
658,413
+312,241
103
$22.9M 0.09%
605,940
+75,522
104
$22.8M 0.09%
170,623
+15,976
105
$22.5M 0.09%
658,014
-141,399
106
$22.5M 0.09%
135,821
+5,752
107
$21.9M 0.08%
3,330,080
+277,120
108
$21.9M 0.08%
404,416
+118,340
109
$21.8M 0.08%
154,719
+7,286
110
$21.4M 0.08%
621,441
+4,186
111
$21.3M 0.08%
372,270
+41,337
112
$20.2M 0.08%
63,627
+1,572
113
$20.2M 0.08%
661,670
+63,900
114
$20.2M 0.08%
2,024,976
+417,856
115
$19.8M 0.08%
449,784
+448,446
116
$19.7M 0.08%
343,243
+336,112
117
$19.7M 0.08%
69,420
+5,688
118
$19.4M 0.07%
361,124
+18,669
119
$19.1M 0.07%
192,607
-912
120
$19M 0.07%
229,437
+24,842
121
$18.8M 0.07%
323,540
-11,480
122
$18.6M 0.07%
1,004,795
+196,850
123
$17.6M 0.07%
245,831
+43,550
124
$17.6M 0.07%
566,704
+52,130
125
$17.2M 0.07%
261,420
+26,708
3 4
5
6 7