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
1601
$27K ﹤0.01%
+800
1602
$27K ﹤0.01%
527
+525
1603
$27K ﹤0.01%
8,438
-2,679
1604
$27K ﹤0.01%
336
+16
1605
$26K ﹤0.01%
+2,649
1606
$26K ﹤0.01%
250
-5
1607
$26K ﹤0.01%
2,336
+40
1608
$26K ﹤0.01%
2,737
+987
1609
$26K ﹤0.01%
2,468
+493
1610
$26K ﹤0.01%
2,452
+2,177
1611
$26K ﹤0.01%
449
1612
$26K ﹤0.01%
171
+36
1613
$26K ﹤0.01%
+576
1614
$26K ﹤0.01%
332
1615
$26K ﹤0.01%
1,666
-6,144
1616
$26K ﹤0.01%
399
-283
1617
$26K ﹤0.01%
709
+1
1618
$25K ﹤0.01%
+300
1619
$25K ﹤0.01%
925
+101
1620
$25K ﹤0.01%
640
-506
1621
$25K ﹤0.01%
347
-257
1622
$25K ﹤0.01%
+601
1623
$25K ﹤0.01%
523
+333
1624
$25K ﹤0.01%
1,037
+37
1625
$25K ﹤0.01%
2,398
+1,440
63 64
65
66 67