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
1501
$37K ﹤0.01%
1,044
1502
$37K ﹤0.01%
3,618
1503
$37K ﹤0.01%
2,860
+2,349
1504
$37K ﹤0.01%
1,555
1505
$37K ﹤0.01%
1,736
+1,393
1506
$37K ﹤0.01%
1,725
+1,108
1507
$36K ﹤0.01%
+8,000
1508
$36K ﹤0.01%
432
-9
1509
$36K ﹤0.01%
5,253
+605
1510
$36K ﹤0.01%
1,064
+107
1511
$36K ﹤0.01%
838
-235
1512
$36K ﹤0.01%
2,138
-121
1513
$36K ﹤0.01%
1,417
-229
1514
$36K ﹤0.01%
+948
1515
$36K ﹤0.01%
5,274
1516
$35K ﹤0.01%
1,000
+748
1517
$35K ﹤0.01%
1,700
1518
$35K ﹤0.01%
2,700
1519
$35K ﹤0.01%
1,634
1520
$35K ﹤0.01%
811
-107
1521
$34K ﹤0.01%
881
-70
1522
$34K ﹤0.01%
743
+206
1523
$34K ﹤0.01%
665
1524
$34K ﹤0.01%
329
+110
1525
$34K ﹤0.01%
+2,581
59 60
61
62 63