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
1626
$25K ﹤0.01%
+235
1627
$25K ﹤0.01%
+2,000
1628
$25K ﹤0.01%
1,669
1629
$25K ﹤0.01%
819
+80
1630
$24K ﹤0.01%
+1,029
1631
$24K ﹤0.01%
281
+10
1632
$24K ﹤0.01%
332
-148
1633
$24K ﹤0.01%
+1,500
1634
$24K ﹤0.01%
388
-316
1635
$24K ﹤0.01%
2,803
1636
$24K ﹤0.01%
1,006
-2,848
1637
$24K ﹤0.01%
202
+15
1638
$24K ﹤0.01%
1,018
+111
1639
$24K ﹤0.01%
1,650
+1,576
1640
$24K ﹤0.01%
100
+10
1641
$24K ﹤0.01%
+1,750
1642
$24K ﹤0.01%
2,405
-564
1643
$24K ﹤0.01%
5,963
+221
1644
$24K ﹤0.01%
439
1645
$24K ﹤0.01%
1,090
+152
1646
$24K ﹤0.01%
230
+127
1647
$23K ﹤0.01%
3,623
-17,237
1648
$23K ﹤0.01%
2,904
1649
$23K ﹤0.01%
3,093
1650
$23K ﹤0.01%
6,840
-6
64 65
66
67 68