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
1426
$45K ﹤0.01%
2,692
+797
1427
$45K ﹤0.01%
+1,515
1428
$45K ﹤0.01%
703
+82
1429
$45K ﹤0.01%
+1,094
1430
$45K ﹤0.01%
2,424
-771
1431
$45K ﹤0.01%
1,020
+135
1432
$45K ﹤0.01%
1,358
-32
1433
$45K ﹤0.01%
3,582
1434
$45K ﹤0.01%
3,375
1435
$45K ﹤0.01%
1,500
1436
$44K ﹤0.01%
5,000
1437
$44K ﹤0.01%
643
-222
1438
$44K ﹤0.01%
647
1439
$44K ﹤0.01%
2,653
+191
1440
$44K ﹤0.01%
800
1441
$44K ﹤0.01%
436
+126
1442
$44K ﹤0.01%
2,813
+1,528
1443
$44K ﹤0.01%
64
1444
$44K ﹤0.01%
+1,115
1445
$44K ﹤0.01%
3,500
+793
1446
$44K ﹤0.01%
5,497
-26
1447
$44K ﹤0.01%
873
1448
$44K ﹤0.01%
3,200
1449
$44K ﹤0.01%
1,883
+542
1450
$43K ﹤0.01%
+4,500
56 57
58
59 60