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
1701
$20K ﹤0.01%
7,470
+4,818
1702
$20K ﹤0.01%
1,481
-150
1703
$20K ﹤0.01%
+2,500
1704
$20K ﹤0.01%
206
+168
1705
$20K ﹤0.01%
+1,075
1706
$20K ﹤0.01%
1,933
+870
1707
$20K ﹤0.01%
3,351
-539
1708
$19K ﹤0.01%
382
1709
$19K ﹤0.01%
2,830
+200
1710
$19K ﹤0.01%
341
+218
1711
$19K ﹤0.01%
+1,000
1712
$19K ﹤0.01%
623
+500
1713
$19K ﹤0.01%
693
+510
1714
$19K ﹤0.01%
2,316
1715
$19K ﹤0.01%
575
-46
1716
$19K ﹤0.01%
1,393
1717
$19K ﹤0.01%
7,275
1718
$19K ﹤0.01%
+982
1719
$19K ﹤0.01%
+400
1720
$19K ﹤0.01%
811
-18
1721
$19K ﹤0.01%
406
+130
1722
$18K ﹤0.01%
188
+16
1723
$18K ﹤0.01%
8,354
+3,989
1724
$18K ﹤0.01%
539
+139
1725
$18K ﹤0.01%
1,505
+360
67 68
69
70 71