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
1226
$74K ﹤0.01%
29,670
1227
$73K ﹤0.01%
437
-441
1228
$73K ﹤0.01%
1,704
-6,888
1229
$73K ﹤0.01%
22,626
1230
$73K ﹤0.01%
3,425
-302
1231
$73K ﹤0.01%
6,993
-68,523
1232
$72K ﹤0.01%
4,000
-75
1233
$72K ﹤0.01%
9,376
+1,745
1234
$72K ﹤0.01%
2,335
-9,797
1235
$72K ﹤0.01%
7,031
1236
$72K ﹤0.01%
978
1237
$72K ﹤0.01%
1,140
+40
1238
$72K ﹤0.01%
242
-311
1239
$72K ﹤0.01%
1,978
+700
1240
$72K ﹤0.01%
4,935
-3,775
1241
$71K ﹤0.01%
56
1242
$71K ﹤0.01%
2,440
+178
1243
$71K ﹤0.01%
12,236
+5,628
1244
$71K ﹤0.01%
1,518
+623
1245
$71K ﹤0.01%
2,321
+2,135
1246
$71K ﹤0.01%
5,471
-663
1247
$71K ﹤0.01%
11,239
+305
1248
$70K ﹤0.01%
7,470
1249
$70K ﹤0.01%
1,092
+396
1250
$70K ﹤0.01%
13,490
+11,939
48 49
50
51 52