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
2076
$5K ﹤0.01%
86
2077
$5K ﹤0.01%
121
+7
2078
$5K ﹤0.01%
+141
2079
$5K ﹤0.01%
444
2080
$5K ﹤0.01%
30
2081
$5K ﹤0.01%
+3,900
2082
$5K ﹤0.01%
333
+1
2083
$5K ﹤0.01%
300
2084
$5K ﹤0.01%
+94
2085
$5K ﹤0.01%
+10
2086
$5K ﹤0.01%
+200
2087
$5K ﹤0.01%
+2,029
2088
$5K ﹤0.01%
1,111
-3,295
2089
$5K ﹤0.01%
356
+34
2090
$5K ﹤0.01%
230
2091
$5K ﹤0.01%
525
-27
2092
$5K ﹤0.01%
213
-27
2093
$4K ﹤0.01%
757
+22
2094
$4K ﹤0.01%
100
2095
$4K ﹤0.01%
1,464
2096
$4K ﹤0.01%
884
-1,296
2097
$4K ﹤0.01%
+1,000
2098
$4K ﹤0.01%
157
-37
2099
$4K ﹤0.01%
+718
2100
$4K ﹤0.01%
+57
82 83
84
85 86