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
176
$10.7M 0.04%
655,486
+533,002
177
$10.5M 0.04%
239,481
-113,159
178
$10.2M 0.04%
133,684
+9,844
179
$9.68M 0.04%
150,987
+11,676
180
$9.62M 0.04%
197,792
+115,012
181
$9.6M 0.04%
640,131
+344,988
182
$9.55M 0.04%
224,783
+19,486
183
$9.39M 0.04%
113,899
+18,784
184
$9.29M 0.04%
58,718
+14,676
185
$9.13M 0.04%
353,921
+299,111
186
$8.97M 0.03%
94,668
-1,316
187
$8.9M 0.03%
76,672
+9,014
188
$8.89M 0.03%
112,386
+14,537
189
$8.86M 0.03%
527,009
+12,058
190
$8.8M 0.03%
201,260
-123,432
191
$8.72M 0.03%
276,787
+219,325
192
$8.66M 0.03%
145,807
+118
193
$8.64M 0.03%
107,467
-129,162
194
$8.54M 0.03%
187,719
-5,060
195
$8.52M 0.03%
37,515
+19,936
196
$8.51M 0.03%
143,341
+13,869
197
$8.48M 0.03%
61,109
-1,226
198
$8.42M 0.03%
166,039
-35,233
199
$8.42M 0.03%
184,466
-37,555
200
$8.37M 0.03%
251,075
+25,885
6 7
8
9 10