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
1301
$61K ﹤0.01%
7,268
1302
$61K ﹤0.01%
+2,102
1303
$61K ﹤0.01%
439
+11
1304
$61K ﹤0.01%
753
-1,140
1305
$61K ﹤0.01%
4,977
-2,941
1306
$61K ﹤0.01%
5,746
1307
$61K ﹤0.01%
18,350
+1,948
1308
$60K ﹤0.01%
+328
1309
$60K ﹤0.01%
4,497
+235
1310
$60K ﹤0.01%
7,723
-7,307
1311
$60K ﹤0.01%
1,272
+218
1312
$60K ﹤0.01%
6,318
-1,409
1313
$60K ﹤0.01%
3,798
+2,543
1314
$60K ﹤0.01%
1,299
+132
1315
$60K ﹤0.01%
992
-43
1316
$60K ﹤0.01%
995
+120
1317
$59K ﹤0.01%
7,955
+1,365
1318
$59K ﹤0.01%
987
+375
1319
$59K ﹤0.01%
5,386
+4,364
1320
$59K ﹤0.01%
3,226
+1
1321
$59K ﹤0.01%
14,923
+11
1322
$58K ﹤0.01%
1,000
1323
$58K ﹤0.01%
2,028
+24
1324
$58K ﹤0.01%
28,559
+13,801
1325
$58K ﹤0.01%
347
+273
51 52
53
54 55