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
1751
$17K ﹤0.01%
1,362
+774
1752
$16K ﹤0.01%
+1,000
1753
$16K ﹤0.01%
3,446
-1,238
1754
$16K ﹤0.01%
449
+300
1755
$16K ﹤0.01%
2,100
1756
$16K ﹤0.01%
+731
1757
$16K ﹤0.01%
300
-13
1758
$16K ﹤0.01%
732
1759
$16K ﹤0.01%
+260
1760
$16K ﹤0.01%
1,000
1761
$16K ﹤0.01%
340
1762
$16K ﹤0.01%
1,339
1763
$16K ﹤0.01%
704
-278
1764
$16K ﹤0.01%
595
+582
1765
$16K ﹤0.01%
6,500
1766
$16K ﹤0.01%
603
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1767
$16K ﹤0.01%
694
-136
1768
$16K ﹤0.01%
819
+331
1769
$16K ﹤0.01%
242
-242
1770
$16K ﹤0.01%
28
-12
1771
$16K ﹤0.01%
184
1772
$15K ﹤0.01%
179
-491
1773
$15K ﹤0.01%
+325
1774
$15K ﹤0.01%
350
-1,001
1775
$15K ﹤0.01%
110
+4
69 70
71
72 73