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
2151
$3K ﹤0.01%
300
-1,200
2152
$3K ﹤0.01%
221
+3
2153
$3K ﹤0.01%
60
-367
2154
$3K ﹤0.01%
71
-110
2155
$3K ﹤0.01%
63
-719
2156
$3K ﹤0.01%
45
+26
2157
$3K ﹤0.01%
105
-52
2158
$3K ﹤0.01%
1,000
2159
$3K ﹤0.01%
+125
2160
$3K ﹤0.01%
46
+28
2161
$3K ﹤0.01%
+190
2162
$3K ﹤0.01%
206
+176
2163
$3K ﹤0.01%
59
+15
2164
$3K ﹤0.01%
20
+15
2165
$3K ﹤0.01%
+1,000
2166
$3K ﹤0.01%
94
+42
2167
$3K ﹤0.01%
338
+171
2168
$3K ﹤0.01%
1,000
2169
$3K ﹤0.01%
359
2170
$3K ﹤0.01%
42
+13
2171
$3K ﹤0.01%
+231
2172
$3K ﹤0.01%
+52
2173
$3K ﹤0.01%
58
+31
2174
$3K ﹤0.01%
247
2175
$3K ﹤0.01%
140
-252
85 86
87
88 89