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
1251
$69K ﹤0.01%
2,118
+342
1252
$69K ﹤0.01%
2,293
-9,056
1253
$69K ﹤0.01%
2,570
1254
$69K ﹤0.01%
11,897
+9,538
1255
$68K ﹤0.01%
1,709
+1,000
1256
$68K ﹤0.01%
2,220
-29,659
1257
$68K ﹤0.01%
4,095
+2,836
1258
$68K ﹤0.01%
911
-9
1259
$68K ﹤0.01%
600
+172
1260
$68K ﹤0.01%
9,087
1261
$68K ﹤0.01%
2,808
-452
1262
$67K ﹤0.01%
7,321
+3,233
1263
$67K ﹤0.01%
5,936
1264
$67K ﹤0.01%
1,332
+13
1265
$67K ﹤0.01%
14,193
1266
$67K ﹤0.01%
3,413
-13
1267
$67K ﹤0.01%
2,745
+343
1268
$67K ﹤0.01%
2,128
+1,480
1269
$67K ﹤0.01%
5,984
-1,552
1270
$67K ﹤0.01%
4,203
-1,301
1271
$67K ﹤0.01%
370
-323
1272
$67K ﹤0.01%
1,913
+246
1273
$66K ﹤0.01%
1,193
-14
1274
$66K ﹤0.01%
1,068
-962
1275
$66K ﹤0.01%
1,988
-663
49 50
51
52 53