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
1576
$29K ﹤0.01%
5,440
1577
$29K ﹤0.01%
2,264
+3
1578
$29K ﹤0.01%
3,567
1579
$28K ﹤0.01%
396
-2
1580
$28K ﹤0.01%
2,206
1581
$28K ﹤0.01%
1,766
-908
1582
$28K ﹤0.01%
408
1583
$28K ﹤0.01%
268
1584
$28K ﹤0.01%
+2,500
1585
$28K ﹤0.01%
1,000
1586
$28K ﹤0.01%
2,312
+1,549
1587
$28K ﹤0.01%
473
-622
1588
$28K ﹤0.01%
1,847
+1,213
1589
$28K ﹤0.01%
+1,229
1590
$28K ﹤0.01%
1,124
+24
1591
$28K ﹤0.01%
244
-241
1592
$28K ﹤0.01%
+432
1593
$27K ﹤0.01%
2,478
-99,220
1594
$27K ﹤0.01%
2,282
+1,550
1595
$27K ﹤0.01%
1,032
-288
1596
$27K ﹤0.01%
2,232
-214
1597
$27K ﹤0.01%
2,222
+500
1598
$27K ﹤0.01%
1,093
+478
1599
$27K ﹤0.01%
537
-259
1600
$27K ﹤0.01%
+2,700
62 63
64
65 66