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
1776
$15K ﹤0.01%
1,280
+245
1777
$15K ﹤0.01%
206
+175
1778
$15K ﹤0.01%
1,295
+973
1779
$15K ﹤0.01%
442
-45
1780
$15K ﹤0.01%
1,528
+835
1781
$15K ﹤0.01%
546
+39
1782
$15K ﹤0.01%
387
+341
1783
$15K ﹤0.01%
+291
1784
$15K ﹤0.01%
276
-127
1785
$15K ﹤0.01%
109
1786
$15K ﹤0.01%
+1,315
1787
$15K ﹤0.01%
1,487
-368
1788
$15K ﹤0.01%
325
+175
1789
$15K ﹤0.01%
185
+117
1790
$15K ﹤0.01%
1,824
+1,206
1791
$15K ﹤0.01%
734
-84
1792
$15K ﹤0.01%
1,011
1793
$14K ﹤0.01%
790
-70,200
1794
$14K ﹤0.01%
+519
1795
$14K ﹤0.01%
2,700
+962
1796
$14K ﹤0.01%
579
+120
1797
$14K ﹤0.01%
1,777
-550
1798
$14K ﹤0.01%
562
-5,213
1799
$14K ﹤0.01%
403
-412
1800
$14K ﹤0.01%
4,545
+1,155
70 71
72
73 74