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
1951
$8K ﹤0.01%
+800
1952
$8K ﹤0.01%
389
-15,021
1953
$8K ﹤0.01%
750
+50
1954
$8K ﹤0.01%
883
-100
1955
$8K ﹤0.01%
250
-375
1956
$8K ﹤0.01%
460
1957
$8K ﹤0.01%
+263
1958
$8K ﹤0.01%
702
-20,085
1959
$8K ﹤0.01%
+400
1960
$8K ﹤0.01%
+300
1961
$8K ﹤0.01%
+636
1962
$8K ﹤0.01%
500
+100
1963
$8K ﹤0.01%
354
+107
1964
$8K ﹤0.01%
604
-3,370
1965
$8K ﹤0.01%
1,398
-839
1966
$7K ﹤0.01%
79
+17
1967
$7K ﹤0.01%
+1,000
1968
$7K ﹤0.01%
1,450
1969
$7K ﹤0.01%
284
-36
1970
$7K ﹤0.01%
+142
1971
$7K ﹤0.01%
2,970
1972
$7K ﹤0.01%
671
-2,878
1973
$7K ﹤0.01%
289
+94
1974
$7K ﹤0.01%
860
1975
$7K ﹤0.01%
7,847
77 78
79
80 81