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
1526
$34K ﹤0.01%
558
1527
$34K ﹤0.01%
825
-39
1528
$34K ﹤0.01%
1,291
+114
1529
$34K ﹤0.01%
275
+176
1530
$34K ﹤0.01%
360
-21
1531
$34K ﹤0.01%
2,281
1532
$34K ﹤0.01%
634
+363
1533
$34K ﹤0.01%
1,422
+711
1534
$34K ﹤0.01%
283
1535
$34K ﹤0.01%
1,500
1536
$33K ﹤0.01%
325
+46
1537
$33K ﹤0.01%
3,537
1538
$33K ﹤0.01%
910
-4,281
1539
$33K ﹤0.01%
723
+202
1540
$33K ﹤0.01%
2,065
-2,393
1541
$33K ﹤0.01%
+1,324
1542
$33K ﹤0.01%
563
-620
1543
$33K ﹤0.01%
+734
1544
$32K ﹤0.01%
3,080
1545
$32K ﹤0.01%
1,577
+45
1546
$32K ﹤0.01%
2,363
1547
$32K ﹤0.01%
+2,853
1548
$32K ﹤0.01%
1,439
+349
1549
$32K ﹤0.01%
372
-242
1550
$32K ﹤0.01%
2,064
+1,300
60 61
62
63 64