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
1876
$11K ﹤0.01%
1,965
+1,000
1877
$11K ﹤0.01%
346
+26
1878
$11K ﹤0.01%
613
+36
1879
$11K ﹤0.01%
2,125
1880
$11K ﹤0.01%
368
+339
1881
$11K ﹤0.01%
521
-8
1882
$11K ﹤0.01%
125
-26
1883
$11K ﹤0.01%
465
+250
1884
$11K ﹤0.01%
735
-10,322
1885
$11K ﹤0.01%
+133
1886
$11K ﹤0.01%
+301
1887
$10K ﹤0.01%
512
1888
$10K ﹤0.01%
162
-981
1889
$10K ﹤0.01%
400
1890
$10K ﹤0.01%
+341
1891
$10K ﹤0.01%
226
1892
$10K ﹤0.01%
494
+18
1893
$10K ﹤0.01%
130
-109
1894
$10K ﹤0.01%
478
+151
1895
$10K ﹤0.01%
1,105
+412
1896
$10K ﹤0.01%
166
-75
1897
$10K ﹤0.01%
910
1898
$10K ﹤0.01%
+590
1899
$10K ﹤0.01%
+2,000
1900
$10K ﹤0.01%
2,149
+145
74 75
76
77 78