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
2201
$2K ﹤0.01%
124
2202
$2K ﹤0.01%
+34
2203
$2K ﹤0.01%
301
2204
$2K ﹤0.01%
+300
2205
$2K ﹤0.01%
15
-57
2206
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184
-81
2207
$2K ﹤0.01%
19
2208
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131
+17
2209
$2K ﹤0.01%
+200
2210
$2K ﹤0.01%
571
2211
$2K ﹤0.01%
162
+24
2212
$2K ﹤0.01%
79
-14
2213
$2K ﹤0.01%
100
2214
$2K ﹤0.01%
+154
2215
$2K ﹤0.01%
1,000
2216
$2K ﹤0.01%
+20
2217
$2K ﹤0.01%
1
-4
2218
$2K ﹤0.01%
121
+87
2219
$2K ﹤0.01%
243
+195
2220
$2K ﹤0.01%
46
2221
$2K ﹤0.01%
+25
2222
$2K ﹤0.01%
+29
2223
$2K ﹤0.01%
+336
2224
$2K ﹤0.01%
44
+40
2225
$2K ﹤0.01%
+30
87 88
89
90 91