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
2051
$5K ﹤0.01%
59
+9
2052
$5K ﹤0.01%
+317
2053
$5K ﹤0.01%
3,240
2054
$5K ﹤0.01%
953
+50
2055
$5K ﹤0.01%
1,188
-5,474
2056
$5K ﹤0.01%
225
-113
2057
$5K ﹤0.01%
123
2058
$5K ﹤0.01%
1,001
2059
$5K ﹤0.01%
+415
2060
$5K ﹤0.01%
92
2061
$5K ﹤0.01%
+720
2062
$5K ﹤0.01%
180
2063
$5K ﹤0.01%
257
-899
2064
$5K ﹤0.01%
533
+4
2065
$5K ﹤0.01%
51
+1
2066
$5K ﹤0.01%
92
+50
2067
$5K ﹤0.01%
352
-293
2068
$5K ﹤0.01%
200
2069
$5K ﹤0.01%
671
+452
2070
$5K ﹤0.01%
653
+613
2071
$5K ﹤0.01%
116
-381
2072
$5K ﹤0.01%
+540
2073
$5K ﹤0.01%
+131
2074
$5K ﹤0.01%
409
-1,707
2075
$5K ﹤0.01%
477
81 82
83
84 85