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
1801
$14K ﹤0.01%
1,161
-31,570
1802
$14K ﹤0.01%
2,733
-4,039
1803
$14K ﹤0.01%
+2,216
1804
$14K ﹤0.01%
326
1805
$14K ﹤0.01%
1,365
1806
$14K ﹤0.01%
306
1807
$14K ﹤0.01%
628
-20
1808
$14K ﹤0.01%
203
1809
$14K ﹤0.01%
189
1810
$14K ﹤0.01%
426
+20
1811
$14K ﹤0.01%
219
1812
$14K ﹤0.01%
+7,618
1813
$14K ﹤0.01%
1,878
-530
1814
$14K ﹤0.01%
1,046
1815
$13K ﹤0.01%
225
-103
1816
$13K ﹤0.01%
189
1817
$13K ﹤0.01%
511
-427
1818
$13K ﹤0.01%
335
-100
1819
$13K ﹤0.01%
+776
1820
$13K ﹤0.01%
+603
1821
$13K ﹤0.01%
+800
1822
$13K ﹤0.01%
+810
1823
$13K ﹤0.01%
500
1824
$13K ﹤0.01%
500
-176
1825
$13K ﹤0.01%
288
+12
71 72
73
74 75