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
1476
$40K ﹤0.01%
199
+44
1477
$40K ﹤0.01%
+4,013
1478
$40K ﹤0.01%
1,508
-56
1479
$40K ﹤0.01%
+1,270
1480
$40K ﹤0.01%
395
-8
1481
$40K ﹤0.01%
5,749
-14,072
1482
$40K ﹤0.01%
1,857
1483
$40K ﹤0.01%
2,995
1484
$39K ﹤0.01%
900
+692
1485
$39K ﹤0.01%
4,380
-48
1486
$39K ﹤0.01%
3,546
-799
1487
$39K ﹤0.01%
1,107
1488
$39K ﹤0.01%
2,161
-1,290
1489
$39K ﹤0.01%
1,916
+250
1490
$39K ﹤0.01%
3,286
1491
$39K ﹤0.01%
2,211
+4
1492
$39K ﹤0.01%
2,938
+489
1493
$38K ﹤0.01%
4,490
+2,325
1494
$38K ﹤0.01%
4,684
-914
1495
$38K ﹤0.01%
3,752
+3,242
1496
$38K ﹤0.01%
1,042
+36
1497
$38K ﹤0.01%
4,158
-1,745
1498
$38K ﹤0.01%
774
-871
1499
$37K ﹤0.01%
6,025
-4,244
1500
$37K ﹤0.01%
2,200
58 59
60
61 62