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
1826
$13K ﹤0.01%
+1,000
1827
$13K ﹤0.01%
8,911
-2,714
1828
$13K ﹤0.01%
632
-100
1829
$13K ﹤0.01%
4,819
-184
1830
$13K ﹤0.01%
271
+14
1831
$13K ﹤0.01%
283
1832
$13K ﹤0.01%
+1,623
1833
$13K ﹤0.01%
+501
1834
$13K ﹤0.01%
743
+89
1835
$13K ﹤0.01%
+292
1836
$13K ﹤0.01%
387
1837
$13K ﹤0.01%
191
+169
1838
$13K ﹤0.01%
374
+8
1839
$12K ﹤0.01%
272
+182
1840
$12K ﹤0.01%
1,091
1841
$12K ﹤0.01%
+173
1842
$12K ﹤0.01%
244
+35
1843
$12K ﹤0.01%
901
1844
$12K ﹤0.01%
504
+75
1845
$12K ﹤0.01%
+7
1846
$12K ﹤0.01%
+969
1847
$12K ﹤0.01%
1,383
-446
1848
$12K ﹤0.01%
625
1849
$12K ﹤0.01%
519
+6
1850
$12K ﹤0.01%
930
-100
72 73
74
75 76