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
2301
$2K ﹤0.01%
100
2302
$2K ﹤0.01%
+66
2303
$2K ﹤0.01%
+55
2304
$2K ﹤0.01%
+337
2305
$2K ﹤0.01%
41
-3
2306
$1K ﹤0.01%
94
-42
2307
$1K ﹤0.01%
33
2308
$1K ﹤0.01%
+29
2309
$1K ﹤0.01%
+233
2310
$1K ﹤0.01%
+38
2311
$1K ﹤0.01%
+19
2312
$1K ﹤0.01%
38
-23
2313
$1K ﹤0.01%
+28
2314
$1K ﹤0.01%
+75
2315
$1K ﹤0.01%
+202
2316
$1K ﹤0.01%
150
2317
$1K ﹤0.01%
8
2318
$1K ﹤0.01%
+9
2319
$1K ﹤0.01%
6
+4
2320
$1K ﹤0.01%
46
2321
$1K ﹤0.01%
73
-1
2322
$1K ﹤0.01%
30
+11
2323
$1K ﹤0.01%
19
2324
$1K ﹤0.01%
456
2325
$1K ﹤0.01%
267
+126
91 92
93
94 95