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
1726
$18K ﹤0.01%
2,177
-2
1727
$18K ﹤0.01%
1,071
1728
$18K ﹤0.01%
299
+155
1729
$18K ﹤0.01%
2,533
1730
$18K ﹤0.01%
68
1731
$18K ﹤0.01%
453
+331
1732
$18K ﹤0.01%
2,000
1733
$18K ﹤0.01%
442
+341
1734
$18K ﹤0.01%
427
+27
1735
$18K ﹤0.01%
2,000
1736
$18K ﹤0.01%
689
+55
1737
$18K ﹤0.01%
279
1738
$18K ﹤0.01%
177
+87
1739
$18K ﹤0.01%
1,384
-5,665
1740
$17K ﹤0.01%
1,000
+705
1741
$17K ﹤0.01%
469
1742
$17K ﹤0.01%
544
-694
1743
$17K ﹤0.01%
531
+103
1744
$17K ﹤0.01%
349
+64
1745
$17K ﹤0.01%
713
-1,550
1746
$17K ﹤0.01%
3,000
1747
$17K ﹤0.01%
2,170
1748
$17K ﹤0.01%
1,785
-6,159
1749
$17K ﹤0.01%
1,503
+1,434
1750
$17K ﹤0.01%
1,169
+488
68 69
70
71 72