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
126
$17.1M 0.07%
324,740
+318,904
127
$16.8M 0.06%
79,127
+26,550
128
$16.3M 0.06%
590,320
+308,291
129
$16.2M 0.06%
219,628
+17,298
130
$16.2M 0.06%
131,766
+7,644
131
$16.1M 0.06%
233,664
-1,654
132
$16.1M 0.06%
336,070
-32,263
133
$15.9M 0.06%
749,890
+368,621
134
$15.5M 0.06%
192,844
+32,743
135
$15M 0.06%
338,911
+4,561
136
$14.9M 0.06%
674,902
+3,033
137
$14.8M 0.06%
322,724
+745
138
$14.7M 0.06%
381,018
+31,558
139
$14.6M 0.06%
33,227
+1,072
140
$14.6M 0.06%
607,470
+60,540
141
$14.6M 0.06%
180,360
+9,240
142
$14.3M 0.06%
439,315
-8,076
143
$14.3M 0.06%
166,678
+12,546
144
$14.2M 0.05%
739,258
+68,662
145
$14.1M 0.05%
102,568
+5,799
146
$14.1M 0.05%
281,494
+35,456
147
$13.8M 0.05%
150,228
-9,656
148
$13.7M 0.05%
83,734
-6,506
149
$13.4M 0.05%
286,387
+97,440
150
$13.2M 0.05%
148,314
-41,835
4 5
6
7 8