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
1401
$48K ﹤0.01%
1,801
-194
1402
$48K ﹤0.01%
484
+220
1403
$48K ﹤0.01%
831
-166
1404
$47K ﹤0.01%
+2,825
1405
$47K ﹤0.01%
4,418
+1,359
1406
$47K ﹤0.01%
5,829
+276
1407
$47K ﹤0.01%
3,961
1408
$47K ﹤0.01%
2,716
+2,500
1409
$47K ﹤0.01%
2,558
+1,661
1410
$47K ﹤0.01%
471
1411
$47K ﹤0.01%
2,694
+395
1412
$47K ﹤0.01%
2,392
+1,178
1413
$47K ﹤0.01%
2,028
+1,843
1414
$47K ﹤0.01%
3,612
+2,975
1415
$46K ﹤0.01%
2,493
-223
1416
$46K ﹤0.01%
2,064
+768
1417
$46K ﹤0.01%
+994
1418
$46K ﹤0.01%
1,800
+350
1419
$46K ﹤0.01%
1,162
1420
$46K ﹤0.01%
1,109
-1,424
1421
$46K ﹤0.01%
1,332
+891
1422
$46K ﹤0.01%
1,453
+1,365
1423
$45K ﹤0.01%
1,324
+12
1424
$45K ﹤0.01%
1,274
1425
$45K ﹤0.01%
2,406
+2,158
55 56
57
58 59