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
2276
$2K ﹤0.01%
+150
2277
$2K ﹤0.01%
+257
2278
$2K ﹤0.01%
+200
2279
$2K ﹤0.01%
307
+7
2280
$2K ﹤0.01%
75
-1,159
2281
$2K ﹤0.01%
14
-4
2282
$2K ﹤0.01%
315
2283
$2K ﹤0.01%
115
2284
$2K ﹤0.01%
+200
2285
$2K ﹤0.01%
29
-112
2286
$2K ﹤0.01%
289
2287
$2K ﹤0.01%
450
2288
$2K ﹤0.01%
1,511
2289
$2K ﹤0.01%
103
-10
2290
$2K ﹤0.01%
33
2291
$2K ﹤0.01%
+500
2292
$2K ﹤0.01%
197
-8
2293
$2K ﹤0.01%
281
-470
2294
$2K ﹤0.01%
70
-1,626
2295
$2K ﹤0.01%
+300
2296
$2K ﹤0.01%
573
-162
2297
$2K ﹤0.01%
31
+24
2298
$2K ﹤0.01%
+136
2299
$2K ﹤0.01%
53
-80
2300
$2K ﹤0.01%
88
-64
90 91
92
93 94