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
1451
$43K ﹤0.01%
1,261
-80
1452
$43K ﹤0.01%
4,402
+136
1453
$43K ﹤0.01%
433
-12
1454
$43K ﹤0.01%
877
1455
$43K ﹤0.01%
1,500
1456
$42K ﹤0.01%
485
+5
1457
$42K ﹤0.01%
1,026
1458
$42K ﹤0.01%
1,303
-142
1459
$42K ﹤0.01%
8,432
+7,415
1460
$42K ﹤0.01%
8,186
+1,606
1461
$42K ﹤0.01%
2,527
1462
$42K ﹤0.01%
1,450
1463
$42K ﹤0.01%
502
1464
$42K ﹤0.01%
3,663
-250
1465
$42K ﹤0.01%
11,119
-3,107
1466
$42K ﹤0.01%
884
-670
1467
$41K ﹤0.01%
308
1468
$41K ﹤0.01%
1,433
+1,375
1469
$41K ﹤0.01%
1,984
-372
1470
$41K ﹤0.01%
2,068
-235
1471
$41K ﹤0.01%
2,000
1472
$40K ﹤0.01%
347
-1,862
1473
$40K ﹤0.01%
+875
1474
$40K ﹤0.01%
619
-2,079
1475
$40K ﹤0.01%
1,665
+1,588
57 58
59
60 61