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
1326
$58K ﹤0.01%
+4,687
1327
$58K ﹤0.01%
737
-1,227
1328
$58K ﹤0.01%
1,128
-32
1329
$58K ﹤0.01%
4,331
+10
1330
$58K ﹤0.01%
1,506
+54
1331
$58K ﹤0.01%
1,921
-37,441
1332
$57K ﹤0.01%
1,606
1333
$57K ﹤0.01%
976
-1,795
1334
$57K ﹤0.01%
560
+119
1335
$57K ﹤0.01%
694
-121
1336
$57K ﹤0.01%
1,882
-1,905
1337
$57K ﹤0.01%
650
+486
1338
$57K ﹤0.01%
3,239
-202
1339
$56K ﹤0.01%
793
-79
1340
$56K ﹤0.01%
2,081
-600
1341
$56K ﹤0.01%
1,530
-996
1342
$56K ﹤0.01%
13,198
+7,255
1343
$56K ﹤0.01%
3,664
+270
1344
$56K ﹤0.01%
192
-50
1345
$56K ﹤0.01%
546
1346
$55K ﹤0.01%
733
-2,171
1347
$55K ﹤0.01%
1,388
+235
1348
$55K ﹤0.01%
+500
1349
$55K ﹤0.01%
833
-1,375
1350
$55K ﹤0.01%
1,782
+740
52 53
54
55 56