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
151
$13.1M 0.05%
185,347
+27,326
152
$13.1M 0.05%
241,054
+3,456
153
$13M 0.05%
342,846
+14,824
154
$13M 0.05%
129,972
+6,217
155
$13M 0.05%
86,245
+26,528
156
$12.8M 0.05%
141,694
+5,429
157
$12.6M 0.05%
316,739
-151,465
158
$12.5M 0.05%
974,316
+473,716
159
$12.5M 0.05%
55,592
+3,370
160
$12.4M 0.05%
108,343
+6,647
161
$12.1M 0.05%
87,481
+2,945
162
$12M 0.05%
80,744
-28,452
163
$12M 0.05%
72,546
+20,019
164
$11.9M 0.05%
68,621
+22,496
165
$11.8M 0.05%
315,360
+32,340
166
$11.8M 0.05%
300,099
-20,867
167
$11.7M 0.05%
277,260
+108,195
168
$11.6M 0.04%
222,137
+130,751
169
$11.3M 0.04%
351,917
-9,871
170
$11.3M 0.04%
126,315
-48,066
171
$11M 0.04%
54,355
-869
172
$11M 0.04%
118,554
+89,522
173
$11M 0.04%
184,226
+17,119
174
$11M 0.04%
73,859
+2,057
175
$10.8M 0.04%
192,961
+3,018
5 6
7
8 9