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
1851
$12K ﹤0.01%
5,073
+45
1852
$12K ﹤0.01%
4,247
-1,702
1853
$12K ﹤0.01%
90
+19
1854
$12K ﹤0.01%
508
+83
1855
$12K ﹤0.01%
1,375
1856
$12K ﹤0.01%
2,036
+1,715
1857
$12K ﹤0.01%
546
-2,388
1858
$12K ﹤0.01%
261
+231
1859
$12K ﹤0.01%
614
+484
1860
$12K ﹤0.01%
144
+140
1861
$12K ﹤0.01%
1,061
-3,939
1862
$12K ﹤0.01%
112
+12
1863
$12K ﹤0.01%
1,134
1864
$12K ﹤0.01%
641
-87
1865
$12K ﹤0.01%
384
1866
$12K ﹤0.01%
867
+57
1867
$11K ﹤0.01%
100
+31
1868
$11K ﹤0.01%
762
-1,627
1869
$11K ﹤0.01%
878
+339
1870
$11K ﹤0.01%
+414
1871
$11K ﹤0.01%
1,000
1872
$11K ﹤0.01%
473
1873
$11K ﹤0.01%
787
+620
1874
$11K ﹤0.01%
1,500
1875
$11K ﹤0.01%
700
73 74
75
76 77