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
1651
$23K ﹤0.01%
1,286
+39
1652
$23K ﹤0.01%
330
-69
1653
$23K ﹤0.01%
641
-76
1654
$23K ﹤0.01%
280
+21
1655
$23K ﹤0.01%
3,691
+2,132
1656
$23K ﹤0.01%
1,500
1657
$23K ﹤0.01%
+960
1658
$23K ﹤0.01%
3,165
+37
1659
$23K ﹤0.01%
1,155
1660
$23K ﹤0.01%
+1,020
1661
$23K ﹤0.01%
2,411
+162
1662
$23K ﹤0.01%
+731
1663
$23K ﹤0.01%
15,591
+4,820
1664
$22K ﹤0.01%
2,977
1665
$22K ﹤0.01%
1,454
-708
1666
$22K ﹤0.01%
118
+60
1667
$22K ﹤0.01%
1,357
-215
1668
$22K ﹤0.01%
608
-862
1669
$22K ﹤0.01%
665
+27
1670
$22K ﹤0.01%
2,019
1671
$22K ﹤0.01%
697
-605
1672
$22K ﹤0.01%
657
+17
1673
$22K ﹤0.01%
1,121
+1,071
1674
$22K ﹤0.01%
257
+106
1675
$22K ﹤0.01%
1,192
+510
65 66
67
68 69