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
1976
$7K ﹤0.01%
216
-40
1977
$7K ﹤0.01%
7,132
+7,084
1978
$7K ﹤0.01%
374
+295
1979
$7K ﹤0.01%
700
1980
$7K ﹤0.01%
1,528
1981
$7K ﹤0.01%
1,024
+17
1982
$7K ﹤0.01%
322
-211
1983
$7K ﹤0.01%
341
+145
1984
$7K ﹤0.01%
469
+249
1985
$7K ﹤0.01%
297
1986
$7K ﹤0.01%
+599
1987
$7K ﹤0.01%
+1,000
1988
$7K ﹤0.01%
94
1989
$7K ﹤0.01%
167
1990
$7K ﹤0.01%
105
-62
1991
$7K ﹤0.01%
127
-90
1992
$7K ﹤0.01%
457
-175
1993
$7K ﹤0.01%
448
-174
1994
$7K ﹤0.01%
1,215
+723
1995
$7K ﹤0.01%
223
1996
$7K ﹤0.01%
350
1997
$7K ﹤0.01%
221
+161
1998
$7K ﹤0.01%
1,330
+146
1999
$7K ﹤0.01%
1,000
2000
$7K ﹤0.01%
1,046
78 79
80
81 82