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
2126
$4K ﹤0.01%
+196
2127
$4K ﹤0.01%
134
2128
$4K ﹤0.01%
925
-550
2129
$4K ﹤0.01%
487
+354
2130
$4K ﹤0.01%
180
-85
2131
$4K ﹤0.01%
+176
2132
$4K ﹤0.01%
2,000
2133
$4K ﹤0.01%
696
2134
$4K ﹤0.01%
214
2135
$4K ﹤0.01%
500
2136
$4K ﹤0.01%
162
+32
2137
$4K ﹤0.01%
16,750
2138
$4K ﹤0.01%
+150
2139
$4K ﹤0.01%
350
2140
$3K ﹤0.01%
150
2141
$3K ﹤0.01%
81
+74
2142
$3K ﹤0.01%
117
+39
2143
$3K ﹤0.01%
435
-949
2144
$3K ﹤0.01%
85
-62
2145
$3K ﹤0.01%
116
2146
$3K ﹤0.01%
9
+4
2147
$3K ﹤0.01%
585
2148
$3K ﹤0.01%
+749
2149
$3K ﹤0.01%
600
2150
$3K ﹤0.01%
232
+24
84 85
86
87 88