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
1676
$21K ﹤0.01%
+1,000
1677
$21K ﹤0.01%
400
-1,206
1678
$21K ﹤0.01%
583
1679
$21K ﹤0.01%
907
-5
1680
$21K ﹤0.01%
1,245
-5,734
1681
$21K ﹤0.01%
166
-4,062
1682
$21K ﹤0.01%
1,043
1683
$21K ﹤0.01%
558
1684
$21K ﹤0.01%
+1,962
1685
$21K ﹤0.01%
1,500
1686
$21K ﹤0.01%
+8,880
1687
$21K ﹤0.01%
1,150
1688
$21K ﹤0.01%
700
1689
$21K ﹤0.01%
875
1690
$21K ﹤0.01%
255
+232
1691
$21K ﹤0.01%
305
+184
1692
$21K ﹤0.01%
1,049
-17
1693
$21K ﹤0.01%
900
1694
$21K ﹤0.01%
1,876
+1,270
1695
$21K ﹤0.01%
500
1696
$21K ﹤0.01%
4,006
-9,022
1697
$20K ﹤0.01%
822
-1,066
1698
$20K ﹤0.01%
860
1699
$20K ﹤0.01%
833
+709
1700
$20K ﹤0.01%
189
-26
66 67
68
69 70