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
201
$8.3M 0.03%
78,256
+13,024
202
$8.25M 0.03%
85,686
+3,636
203
$8.15M 0.03%
158,342
+18
204
$8.1M 0.03%
351,327
+261,200
205
$8.02M 0.03%
331,163
+286,552
206
$7.75M 0.03%
123,005
+34,355
207
$7.74M 0.03%
167,499
+20,740
208
$7.67M 0.03%
131,598
+20,387
209
$7.65M 0.03%
31,235
+28,101
210
$7.62M 0.03%
84,072
+39,183
211
$7.61M 0.03%
34,947
+243
212
$7.59M 0.03%
319,990
-385,150
213
$7.45M 0.03%
157,211
+9,526
214
$7.4M 0.03%
106,402
+17,845
215
$7.36M 0.03%
57,870
+6,545
216
$7.31M 0.03%
259,776
+26,188
217
$7.08M 0.03%
104,626
+5,670
218
$6.92M 0.03%
280,805
-50,346
219
$6.85M 0.03%
154,632
+148,676
220
$6.8M 0.03%
41,175
+34,176
221
$6.71M 0.03%
81,816
+39,182
222
$6.67M 0.03%
352,751
-6,474
223
$6.65M 0.03%
301,822
-201,922
224
$6.59M 0.03%
59,740
+28,065
225
$6.56M 0.03%
182,679
+2,448
7 8
9
10 11