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
1551
$32K ﹤0.01%
1,122
-3,227
1552
$32K ﹤0.01%
5,950
+265
1553
$32K ﹤0.01%
3,439
+401
1554
$32K ﹤0.01%
1,449
-337
1555
$32K ﹤0.01%
982
-160
1556
$31K ﹤0.01%
517
-71
1557
$31K ﹤0.01%
476
-37
1558
$31K ﹤0.01%
1,204
+142
1559
$31K ﹤0.01%
535
-49
1560
$31K ﹤0.01%
1,141
+303
1561
$31K ﹤0.01%
93
+6
1562
$31K ﹤0.01%
2,689
+32
1563
$31K ﹤0.01%
782
+43
1564
$31K ﹤0.01%
2,216
+448
1565
$31K ﹤0.01%
+2,616
1566
$30K ﹤0.01%
275
-151
1567
$30K ﹤0.01%
769
+147
1568
$30K ﹤0.01%
817
-94
1569
$30K ﹤0.01%
1,611
+837
1570
$30K ﹤0.01%
2,399
+1,410
1571
$30K ﹤0.01%
1,838
-970
1572
$30K ﹤0.01%
2,753
-16,670
1573
$29K ﹤0.01%
+584
1574
$29K ﹤0.01%
2,243
-625
1575
$29K ﹤0.01%
4,618
-3,109
61 62
63
64 65