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
1901
$10K ﹤0.01%
864
+253
1902
$10K ﹤0.01%
15
-102
1903
$10K ﹤0.01%
+74
1904
$10K ﹤0.01%
773
+96
1905
$10K ﹤0.01%
+50,000
1906
$10K ﹤0.01%
178
+92
1907
$9K ﹤0.01%
+500
1908
$9K ﹤0.01%
302
+68
1909
$9K ﹤0.01%
153
-599
1910
$9K ﹤0.01%
1,000
1911
$9K ﹤0.01%
+126
1912
$9K ﹤0.01%
1,147
1913
$9K ﹤0.01%
+2,321
1914
$9K ﹤0.01%
+998
1915
$9K ﹤0.01%
474
+21
1916
$9K ﹤0.01%
100
1917
$9K ﹤0.01%
206
1918
$9K ﹤0.01%
725
-520
1919
$9K ﹤0.01%
96
-441
1920
$9K ﹤0.01%
200
1921
$9K ﹤0.01%
200
+1
1922
$9K ﹤0.01%
170
-835
1923
$9K ﹤0.01%
150
+51
1924
$9K ﹤0.01%
166
+150
1925
$9K ﹤0.01%
486
75 76
77
78 79